Woodmont Investment Counsel’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Woodmont Investment Counsel’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 Q4	–	Sell	-232	Closed	-$6K	–	760
2016 Q3	$6K	Buy	+232	New	+$6K	﹤0.01%	544
2016 Q2	–	Sell	-232	Closed	-$6K	–	551
2016 Q1	$6K	Hold	232	–	–	﹤0.01%	456
2015 Q4	$5K	Hold	232	–	–	﹤0.01%	473
2015 Q3	$5K	Hold	232	–	–	﹤0.01%	473
2015 Q2	$5K	Buy	+232	New	+$5K	﹤0.01%	473

Other funds holding PIV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

LYV

Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

Woodmont Investment Counsel's PIV Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX (PIV) in Q4 2016, closing a stake of 232 shares — an estimated $6K sold.

Woodmont Investment Counsel first reported a position in PIV in Q2 2015 and held it in 5 quarters. The position peaked at $6K in Q3 2016. 81 funds tracked by Wall St. Rank hold PIV as of Q4 2016.

Woodmont Investment Counsel reported no remaining PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position as of Q4 2016 after selling out during the quarter.
Woodmont Investment Counsel sold 232 PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX shares in Q4 2016, an estimated $6K.
Woodmont Investment Counsel first reported a position in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in Q2 2015 and held it in 5 quarters.
Woodmont Investment Counsel's PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX position peaked at $6K in Q3 2016.
81 funds tracked by Wall St. Rank held PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.