IFA
PIV

Interactive Financial Advisors’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Interactive Financial Advisors’s Portfolio PIV Stock Details PIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1,109
Closed -$26K – 112
2015
Q1 		$26K Buy
+1,109
New +$26K 0.01% 85

Other funds holding PIV

PCMC
Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Interactive Financial Advisors's PIV Position: Q2 2015 in Review

Interactive Financial Advisors sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2015, closing a stake of 1,109 shares — an estimated $26K sold.

Interactive Financial Advisors first reported a position in PIV in Q1 2015 and held it in 1 quarter. The position peaked at $26K in Q1 2015. 46 funds tracked by Wall St. Rank hold PIV as of Q2 2015.

  • Interactive Financial Advisors reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q2 2015 after selling out during the quarter.
  • Interactive Financial Advisors sold 1,109 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2015, an estimated $26K.
  • Interactive Financial Advisors first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q1 2015 and held it in 1 quarter.
  • Interactive Financial Advisors's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $26K in Q1 2015.
  • 46 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q2 2015.

Based on Interactive Financial Advisors's 13F filing for Q2 2015, filed 13 Jul 2015.