PIV

PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV

Overview Fund Activity
Delisted

PIV was delisted on the 29th of February, 2012.

Back to rankings

3 hedge funds and large institutions have $9.33M invested in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in 2018 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 116 closing their positions.

Holders
3
Holders Change
-116
Holders Change %
-97.48%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
116
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

1
SWA
1
SFMG Wealth Advisors
Texas
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$0
3
Bank of America
3
Bank of America
North Carolina
$0
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$0
5
PAS
5
Park Avenue Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$6.61M 222,052 – –
SMG
2
Smart Money Group
Texas
$2.7M 89,991 -670 -0.7%
PWAG
3
Polaris Wealth Advisory Group
California
$18K 593 – –
SWA
4
SFMG Wealth Advisors
Texas
– – -1,975,697 Closed
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
– – -1,798,056 Closed
Bank of America
6
Bank of America
North Carolina
– – -1,538,901 Closed
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
– – -1,471,701 Closed
PAS
8
Park Avenue Securities
New York
– – -1,457,348 Closed
PCMC
9
Paragon Capital Management (Colorado)
Colorado
– – -1,223,117 Closed
MIH
10
Madison Investment Holdings
Wisconsin
– – -923,541 Closed
EK
11
Evensky & Katz
Florida
– – -810,697 Closed
BJ
12
Brouwer & Janachowski
California
– – -800,364 Closed
Morgan Stanley
13
Morgan Stanley
New York
– – -755,094 Closed
LPT
14
Legacy Private Trust
Wisconsin
– – -736,320 Closed
Wells Fargo
15
Wells Fargo
California
– – -653,275 Closed
Lido Advisors
16
Lido Advisors
California
– – -619,373 Closed
UBS Group
17
UBS Group
Switzerland
– – -542,139 Closed
LPL Financial
18
LPL Financial
California
– – -512,685 Closed
RJA
19
Raymond James & Associates
Florida
– – -501,635 Closed
LYV
20
Live Your Vision
Pennsylvania
– – -413,487 Closed
Ameriprise
21
Ameriprise
Minnesota
– – -336,004 Closed
PCM
22
Peak Capital Management
Colorado
– – -334,890 Closed
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
– – -330,313 Closed
CA
24
Cetera Advisors
Colorado
– – -321,329 Closed
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
– – -321,042 Closed
1
2 3 4 5