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

United Capital Financial Advisors’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	-87,397	Closed	-$2.61M	–	1389
2018 Q1	$2.61M	Sell	87,397 -1,266	-1%	-$37.8K	0.02%	523
2017 Q4	$2.7M	Buy	88,663 +8,873	+11%	+$270K	0.02%	522
2017 Q3	$2.3M	Buy	79,790 +12,645	+19%	+$364K	0.02%	542
2017 Q2	$1.88M	Buy	+67,145	New	+$1.88M	0.02%	593

Other funds holding PIV

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

United Capital Financial Advisors's PIV Position: Q2 2018 in Review

United Capital Financial Advisors sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2018, closing a stake of 87,397 shares — an estimated $2.61M sold.

United Capital Financial Advisors first reported a position in PIV in Q2 2017 and held it in 4 quarters. The position peaked at $2.7M in Q4 2017. 3 funds tracked by Wall St. Rank hold PIV as of Q2 2018.

United Capital Financial Advisors 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.
United Capital Financial Advisors sold 87,397 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2018, an estimated $2.61M.
United Capital Financial Advisors first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q2 2017 and held it in 4 quarters.
United Capital Financial Advisors's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $2.7M in Q4 2017.
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 United Capital Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.