MML Investors Services’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

MML Investors Services’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	-255,348	Closed	-$7.62M	–	1464
2018 Q1	$7.62M	Buy	255,348 +3,828	+2%	+$114K	0.16%	154
2017 Q4	$7.66M	Sell	251,520 -11,758	-4%	-$358K	0.15%	145
2017 Q3	$7.58M	Sell	263,278 -737	-0.3%	-$21.2K	0.16%	139
2017 Q2	$7.38M	Buy	+264,015	New	+$7.38M	0.14%	141

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 $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

MML Investors Services's PIV Position: Q2 2018 in Review

MML Investors Services sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 255,348 shares — an estimated $7.62M sold.

MML Investors Services first reported a position in PIV in Q2 2017 and held it in 4 quarters. The position peaked at $7.66M in Q4 2017. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

MML Investors Services 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.
MML Investors Services sold 255,348 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $7.62M.
MML Investors Services first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q2 2017 and held it in 4 quarters.
MML Investors Services's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $7.66M 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 MML Investors Services's 13F filing for Q2 2018, filed 13 Aug 2018.