WP
PIV

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

WealthPLAN Partners’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
2016
Q3 		$58.6K Sell
2,350
-2,350
-50% -$58.6K 0.02% 309
2016
Q2 		$58.4K Buy
+4,700
New +$58.4K 0.01% 840
2015
Q4 		$54.5K Buy
+7,050
New +$54.5K 0.01% 596

Other funds holding PIV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $528M AUM 24.61% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

WealthPLAN Partners's PIV Position: Q3 2016 in Review

WealthPLAN Partners reduced its PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) stake by 50% in Q3 2016, selling an estimated $58.6K and leaving 2,350 shares worth $58.6K. The position accounts for 0.02% of the portfolio, ranked #309.

WealthPLAN Partners first reported a position in PIV in Q4 2015 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold PIV as of Q3 2016.

  • WealthPLAN Partners held 2,350 shares of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX worth $58.6K as of Q3 2016.
  • WealthPLAN Partners sold 2,350 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q3 2016, an estimated $58.6K.
  • PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX made up 0.02% of WealthPLAN Partners's portfolio in Q3 2016, its #309 holding.
  • WealthPLAN Partners first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q4 2015 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.