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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-89,991
Closed -$2.7M 64
2018
Q2
$2.7M Sell
89,991
-670
-0.7% -$20.1K 2.42% 16
2018
Q1
$2.71M Buy
90,661
+197
+0.2% +$5.88K 2.75% 9
2017
Q4
$2.75M Buy
+90,464
New +$2.75M 4.29% 8

Smart Money Group's PIV Position: Q3 2018 in Review

Smart Money Group sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q3 2018, closing a stake of 89,991 shares — an estimated $2.7M sold.

Smart Money Group first reported a position in PIV in Q4 2017 and held it in 3 quarters. The position peaked at $2.75M in Q4 2017. 0 funds tracked by Wall St. Rank hold PIV as of Q3 2018.

  • Smart Money Group reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q3 2018 after selling out during the quarter.
  • Smart Money Group sold 89,991 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q3 2018, an estimated $2.7M.
  • Smart Money Group 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 3 quarters.
  • Smart Money Group's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $2.75M in Q4 2017.
  • 0 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q3 2018.

Based on Smart Money Group's 13F filing for Q3 2018, filed 2 Nov 2018.