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PIV
PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX
PIV
PIV
Delisted
PIV was delisted on the 29th of February, 2012.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 126 |
WS
126
Wedbush Securities
Los Angeles,
California
| – | -$310K | -10,185 | Closed |
|
| 127 |
VF
127
Virtu Financial
New York
| – | -$259K | -8,501 | Closed |
|
| 128 |
OPCM
128
Osborne Partners Capital Management
San Francisco,
California
| – | -$255K | -8,389 | Closed |
|
| 129 |
PA
129
Pinnacle Associates
New York
| – | -$206K | -6,775 | Closed |
|
| 130 |
SAM
130
Shamrock Asset Management
Dallas,
Texas
| – | -$45K | -1,473 | Closed |
|
| 131 |
CA
131
Calton & Associates
Tampa,
Florida
| – | -$5K | -159 | Closed |
|
| 132 |
AIA
132
Arcadia Investment Advisors
Eagle,
Idaho
| – | -$907 | -32 | Closed |
|