Stifel Financial
PIV

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

Stifel Financial’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
-7,807
Closed -$235K – 2848
2018
Q1 		$235K Sell
7,807
-1,801
-19% -$54.2K ﹤0.01% 2390
2017
Q4 		$291K Buy
9,608
+28
+0.3% +$848 ﹤0.01% 2229
2017
Q3 		$276K Sell
9,580
-2,954
-24% -$85.1K ﹤0.01% 2200
2017
Q2 		$352K Sell
12,534
-69
-0.5% -$1.94K ﹤0.01% 2049
2017
Q1 		$347K Sell
12,603
-2,877
-19% -$79.2K ﹤0.01% 2017
2016
Q4 		$401K Sell
15,480
-20,178
-57% -$523K ﹤0.01% 1887
2016
Q3 		$901K Buy
35,658
+9,708
+37% +$245K ﹤0.01% 1388
2016
Q2 		$645K Sell
25,950
-8,854
-25% -$220K ﹤0.01% 1611
2016
Q1 		$856K Buy
34,804
+21,590
+163% +$531K ﹤0.01% 1302
2015
Q4 		$306K Buy
13,214
+1,553
+13% +$36K ﹤0.01% 1902
2015
Q3 		$257K Buy
11,661
+2,344
+25% +$51.7K ﹤0.01% 1896
2015
Q2 		$214K Buy
9,317
+102
+1% +$2.34K ﹤0.01% 2133
2015
Q1 		$216K Buy
9,215
+308
+3% +$7.22K ﹤0.01% 2075
2014
Q4 		$207K Buy
+8,907
New +$207K ﹤0.01% 2081

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

Stifel Financial's PIV Position: Q2 2018 in Review

Stifel Financial sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 7,807 shares — an estimated $235K sold.

Stifel Financial first reported a position in PIV in Q4 2014 and held it in 14 quarters. The position peaked at $901K in Q3 2016. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

  • Stifel Financial 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.
  • Stifel Financial sold 7,807 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $235K.
  • Stifel Financial first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q4 2014 and held it in 14 quarters.
  • Stifel Financial's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $901K in Q3 2016.
  • 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 Stifel Financial's 13F filing for Q2 2018, filed 14 Aug 2018.