UCFA
PIV

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 Shares
Change % 		Capital Flow 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