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

SignatureFD’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	-1,573	Closed	-$47K	–	2049
2018 Q1	$47K	Buy	+1,573	New	+$47K	0.01%	771
2016 Q4	–	Sell	-1,528	Closed	-$38K	–	1599
2016 Q3	$38K	Buy	1,528 +7	+0.5%	+$174	0.01%	607
2016 Q2	$38K	Buy	+1,521	New	+$38K	0.01%	539

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

SignatureFD's PIV Position: Q2 2018 in Review

SignatureFD sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 1,573 shares — an estimated $47K sold.

SignatureFD first reported a position in PIV in Q2 2016 and held it in 3 quarters. The position peaked at $47K in Q1 2018. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

SignatureFD 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.
SignatureFD sold 1,573 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $47K.
SignatureFD first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q2 2016 and held it in 3 quarters.
SignatureFD's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $47K in Q1 2018.
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 SignatureFD's 13F filing for Q2 2018, filed 14 Aug 2018.