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PIV

NVWM LLC’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

NVWM LLC’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
-12,940
Closed -$377K – 392
2018
Q1 		$377K Sell
12,940
-336
-3% -$9.79K 0.27% 115
2017
Q4 		$404K Buy
+13,276
New +$404K 0.31% 104

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

NVWM LLC's PIV Position: Q2 2018 in Review

NVWM LLC sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 12,940 shares — an estimated $377K sold.

NVWM LLC first reported a position in PIV in Q4 2017 and held it in 2 quarters. The position peaked at $404K in Q4 2017. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

  • NVWM LLC 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.
  • NVWM LLC sold 12,940 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $377K.
  • NVWM LLC first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q4 2017 and held it in 2 quarters.
  • NVWM LLC's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $404K 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 NVWM LLC's 13F filing for Q2 2018, filed 1 Aug 2018.