WAS
PIV

WESPAC Advisors SoCal’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

WESPAC Advisors SoCal’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 		– Sell
-200
Closed -$4.97K – 312
2016
Q2 		$4.97K Buy
+200
New +$4.97K ﹤0.01% 239

Other funds holding PIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 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 $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $476M AUM 23.92% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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 $530B AUM 22.01% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

WESPAC Advisors SoCal's PIV Position: Q3 2016 in Review

WESPAC Advisors SoCal sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q3 2016, closing a stake of 200 shares — an estimated $4.97K sold.

WESPAC Advisors SoCal first reported a position in PIV in Q2 2016 and held it in 1 quarter. The position peaked at $4.97K in Q2 2016. 79 funds tracked by Wall St. Rank hold PIV as of Q3 2016.

  • WESPAC Advisors SoCal reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q3 2016 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 200 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q3 2016, an estimated $4.97K.
  • WESPAC Advisors SoCal first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q2 2016 and held it in 1 quarter.
  • WESPAC Advisors SoCal's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $4.97K in Q2 2016.
  • 79 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 WESPAC Advisors SoCal's 13F filing for Q3 2016, filed 14 Nov 2016.