MIFH
PIV

Migdal Insurance & Financial Holdings’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Migdal Insurance & Financial Holdings’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
2017
Q4 		– Sell
-1,654
Closed -$48K – 598
2017
Q3 		$48K Hold
1,654
– – ﹤0.01% 455
2017
Q2 		$46K Hold
1,654
– – ﹤0.01% 393
2017
Q1 		$45K Buy
+1,654
New +$45K ﹤0.01% 398

Other funds holding PIV

SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Migdal Insurance & Financial Holdings's PIV Position: Q4 2017 in Review

Migdal Insurance & Financial Holdings sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q4 2017, closing a stake of 1,654 shares — an estimated $48K sold.

Migdal Insurance & Financial Holdings first reported a position in PIV in Q1 2017 and held it in 3 quarters. The position peaked at $48K in Q3 2017. 116 funds tracked by Wall St. Rank hold PIV as of Q4 2017.

  • Migdal Insurance & Financial Holdings reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q4 2017 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 1,654 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q4 2017, an estimated $48K.
  • Migdal Insurance & Financial Holdings 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 3 quarters.
  • Migdal Insurance & Financial Holdings's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $48K in Q3 2017.
  • 116 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q4 2017.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2017, filed 6 Feb 2018.