Wolverine Trading
PIV

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

Wolverine Trading’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
Q2 		– Sell
-7,511
Closed -$206K – 5497
2017
Q1 		$206K Buy
+7,511
New +$206K ﹤0.01% 3500
2016
Q4 		– Sell
-96,900
Closed -$2.42M – 5810
2016
Q3 		$2.42M Buy
+96,900
New +$2.42M 0.01% 1198

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 $16B AUM 26.77% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $476M AUM 23.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return

Wolverine Trading's PIV Position: Q2 2017 in Review

Wolverine Trading sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q2 2017, closing a stake of 7,511 shares — an estimated $206K sold.

Wolverine Trading first reported a position in PIV in Q3 2016 and held it in 2 quarters. The position peaked at $2.42M in Q3 2016. 95 funds tracked by Wall St. Rank hold PIV as of Q2 2017.

  • Wolverine Trading reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q2 2017 after selling out during the quarter.
  • Wolverine Trading sold 7,511 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q2 2017, an estimated $206K.
  • Wolverine Trading first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q3 2016 and held it in 2 quarters.
  • Wolverine Trading's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $2.42M in Q3 2016.
  • 95 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q2 2017.

Based on Wolverine Trading's 13F filing for Q2 2017, filed 14 Aug 2017.