Steward Partners Investment Advisory’s U.S. Equity High Volatility Put Write Index Fund HVPW Stock Holding History

Steward Partners Investment Advisory’s Portfolio HVPW Stock Details HVPW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-3,047	Closed	-$59K	–	1773
2017 Q1	$59K	Hold	3,047	–	–	0.01%	522
2016 Q4	$59K	Buy	+3,047	New	+$59.8K	0.03%	306

Steward Partners Investment Advisory's HVPW Position: Q2 2017 in Review

Steward Partners Investment Advisory sold out of U.S. Equity High Volatility Put Write Index Fund (HVPW) in Q2 2017, closing a stake of 3,047 shares — an estimated $59K sold.

Steward Partners Investment Advisory first reported a position in HVPW in Q4 2016 and held it in 2 quarters. The position peaked at $59K in Q1 2017. 0 funds tracked by Wall St. Rank hold HVPW as of Q2 2017.

Steward Partners Investment Advisory reported no remaining U.S. Equity High Volatility Put Write Index Fund position as of Q2 2017 after selling out during the quarter.
Steward Partners Investment Advisory sold 3,047 U.S. Equity High Volatility Put Write Index Fund shares in Q2 2017, an estimated $59K.
Steward Partners Investment Advisory first reported a position in U.S. Equity High Volatility Put Write Index Fund in Q4 2016 and held it in 2 quarters.
Steward Partners Investment Advisory's U.S. Equity High Volatility Put Write Index Fund position peaked at $59K in Q1 2017.
0 funds tracked by Wall St. Rank held U.S. Equity High Volatility Put Write Index Fund as of Q2 2017.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2017, filed 22 Nov 2017.