LYV
PIV

Live Your Vision’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Live Your Vision’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
-413,487
Closed -$12.4M – 350
2018
Q1 		$12.4M Sell
413,487
-3,903
-0.9% -$117K 4.2% 7
2017
Q4 		$13.3M Sell
417,390
-12,146
-3% -$388K 4.47% 7
2017
Q3 		$12.4M Buy
429,536
+4,795
+1% +$138K 4.4% 8
2017
Q2 		$12M Buy
424,741
+11,434
+3% +$324K 4.48% 8
2017
Q1 		$11.3M Buy
413,307
+12,136
+3% +$332K 4.43% 8
2016
Q4 		$10.4M Buy
401,171
+9,182
+2% +$239K 4.43% 7
2016
Q3 		$9.87M Buy
391,989
+2,355
+0.6% +$59.3K 4.22% 6
2016
Q2 		$9.68M Buy
389,634
+29,239
+8% +$726K 4.41% 5
2016
Q1 		$8.87M Buy
360,395
+31,747
+10% +$781K 4.2% 6
2015
Q4 		$7.6M Buy
+328,648
New +$7.6M 3.65% 10

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

Live Your Vision's PIV Position: Q2 2018 in Review

Live Your Vision sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 413,487 shares — an estimated $12.4M sold.

Live Your Vision first reported a position in PIV in Q4 2015 and held it in 10 quarters. The position peaked at $13.3M in Q4 2017. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

  • Live Your Vision 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.
  • Live Your Vision sold 413,487 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $12.4M.
  • Live Your Vision first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q4 2015 and held it in 10 quarters.
  • Live Your Vision's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $13.3M 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 Live Your Vision's 13F filing for Q2 2018, filed 16 Jul 2018.