Kistler-Tiffany Companies’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Kistler-Tiffany Companies’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	-3,770	Closed	-$112K	–	631
2018 Q1	$112K	Hold	3,770	–	–	0.05%	191
2017 Q4	$115K	Hold	3,770	–	–	0.05%	195
2017 Q3	$109K	Hold	3,770	–	–	0.05%	192
2017 Q2	$105K	Hold	3,770	–	–	0.05%	186
2017 Q1	$103K	Buy	+3,770	New	+$103K	0.05%	183

Other funds holding PIV

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Kistler-Tiffany Companies's PIV Position: Q2 2018 in Review

Kistler-Tiffany Companies sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 3,770 shares — an estimated $112K sold.

Kistler-Tiffany Companies first reported a position in PIV in Q1 2017 and held it in 5 quarters. The position peaked at $115K in Q4 2017. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

Kistler-Tiffany Companies 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.
Kistler-Tiffany Companies sold 3,770 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $112K.
Kistler-Tiffany Companies first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q1 2017 and held it in 5 quarters.
Kistler-Tiffany Companies's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $115K in Q4 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 Kistler-Tiffany Companies's 13F filing for Q2 2018, filed 17 Jul 2018.