Pacific Center for Financial Services’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Pacific Center for Financial 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	-282	Closed	-$8K	–	332
2018 Q1	$8K	Hold	282	–	–	﹤0.01%	220
2017 Q4	$9K	Hold	282	–	–	0.01%	213
2017 Q3	$8K	Hold	282	–	–	0.01%	220
2017 Q2	$8K	Hold	282	–	–	0.01%	215
2017 Q1	$8K	Hold	282	–	–	0.01%	209
2016 Q4	$7K	Buy	+282	New	+$7K	0.01%	219

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

Pacific Center for Financial Services's PIV Position: Q2 2018 in Review

Pacific Center for Financial 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 282 shares — an estimated $8K sold.

Pacific Center for Financial Services first reported a position in PIV in Q4 2016 and held it in 6 quarters. The position peaked at $9K in Q4 2017. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

Pacific Center for Financial 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.
Pacific Center for Financial Services sold 282 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $8K.
Pacific Center for Financial Services first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q4 2016 and held it in 6 quarters.
Pacific Center for Financial Services's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $9K 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 Pacific Center for Financial Services's 13F filing for Q2 2018, filed 14 Aug 2018.