SWM
PIV

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

SVA Wealth Management’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
2017
Q1 		– Sell
-10,316
Closed -$268K – 207
2016
Q4 		$268K Buy
+10,316
New +$268K 0.04% 174
2016
Q1 		– Sell
-29,548
Closed -$683K – 219
2015
Q4 		$683K Buy
+29,548
New +$683K 0.12% 137

Other funds holding PIV

SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $476M AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

SVA Wealth Management's PIV Position: Q1 2017 in Review

SVA Wealth Management sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q1 2017, closing a stake of 10,316 shares — an estimated $268K sold.

SVA Wealth Management first reported a position in PIV in Q4 2015 and held it in 2 quarters. The position peaked at $683K in Q4 2015. 85 funds tracked by Wall St. Rank hold PIV as of Q1 2017.

  • SVA Wealth Management reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q1 2017 after selling out during the quarter.
  • SVA Wealth Management sold 10,316 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q1 2017, an estimated $268K.
  • SVA Wealth Management first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q4 2015 and held it in 2 quarters.
  • SVA Wealth Management's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $683K in Q4 2015.
  • 85 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q1 2017.

Based on SVA Wealth Management's 13F filing for Q1 2017, filed 10 May 2017.