Janney Montgomery Scott
PIV

Janney Montgomery Scott’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Janney Montgomery Scott’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
2018
Q2 		– Sell
-56,934
Closed -$1.7M – 2096
2018
Q1 		$1.7M Buy
56,934
+45,224
+386% +$1.35M 0.02% 730
2017
Q4 		$357K Sell
11,710
-62,334
-84% -$1.9M ﹤0.01% 1494
2017
Q3 		$2.13M Buy
+74,044
New +$2.13M 0.02% 588

Other funds holding PIV

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Janney Montgomery Scott's PIV Position: Q2 2018 in Review

Janney Montgomery Scott sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 56,934 shares — an estimated $1.7M sold.

Janney Montgomery Scott first reported a position in PIV in Q3 2017 and held it in 3 quarters. The position peaked at $2.13M in Q3 2017. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

  • Janney Montgomery Scott reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q2 2018 after selling out during the quarter.
  • Janney Montgomery Scott sold 56,934 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $1.7M.
  • Janney Montgomery Scott first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q3 2017 and held it in 3 quarters.
  • Janney Montgomery Scott's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $2.13M in Q3 2017.
  • 3 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q2 2018.

Based on Janney Montgomery Scott's 13F filing for Q2 2018, filed 24 Jul 2018.