Piershale Financial Group’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Piershale Financial Group’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
2014 Q4	–	Sell	-36	Closed	-$1K	–	192
2014 Q3	$1K	Buy	36 +1	+3%	+$28	﹤0.01%	136
2014 Q2	$1K	Hold	35	–	–	﹤0.01%	169
2014 Q1	$1K	Hold	35	–	–	﹤0.01%	140
2013 Q4	$1K	Hold	35	–	–	﹤0.01%	140
2013 Q3	$1K	Hold	35	–	–	﹤0.01%	120
2013 Q2	$1K	Buy	+35	New	+$1K	﹤0.01%	105

Other funds holding PIV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return

Piershale Financial Group's PIV Position: Q4 2014 in Review

Piershale Financial Group sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q4 2014, closing a stake of 36 shares — an estimated $1K sold.

Piershale Financial Group first reported a position in PIV in Q2 2013 and held it in 6 quarters. The position peaked at $1K in Q3 2014. 45 funds tracked by Wall St. Rank hold PIV as of Q4 2014.

Piershale Financial Group reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q4 2014 after selling out during the quarter.
Piershale Financial Group sold 36 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q4 2014, an estimated $1K.
Piershale Financial Group first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q2 2013 and held it in 6 quarters.
Piershale Financial Group's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $1K in Q3 2014.
45 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q4 2014.

Based on Piershale Financial Group's 13F filing for Q4 2014, filed 15 Jan 2015.