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3D Asset Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

3D Asset Management’s Portfolio PFF Stock Details PFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-11,873
Closed -$469K – 53
2016
Q3 		$469K Sell
11,873
-396
-3% -$15.8K 0.13% 41
2016
Q2 		$489K Buy
12,269
+172
+1% +$6.74K 0.14% 41
2016
Q1 		$472K Buy
12,097
+215
+2% +$8.22K 0.13% 42
2015
Q4 		$462K Buy
11,882
+7
+0.1% +$272 0.14% 37
2015
Q3 		$458K Buy
11,875
+163
+1% +$6.37K 0.14% 37
2015
Q2 		$459K Buy
11,712
+596
+5% +$23.6K 0.14% 36
2015
Q1 		$446K Buy
11,116
+537
+5% +$21.4K 0.13% 36
2014
Q4 		$417K Sell
10,579
-82
-0.8% -$3.24K 0.13% 36
2014
Q3 		$421K Sell
10,661
-38
-0.4% -$1.51K 0.13% 37
2014
Q2 		$427K Buy
10,699
+211
+2% +$8.32K 0.12% 34
2014
Q1 		$409K Buy
10,488
+292
+3% +$11.1K 0.12% 34
2013
Q4 		$376K Buy
10,196
+214
+2% +$8.08K 0.11% 35
2013
Q3 		$379K Buy
9,982
+111
+1% +$4.24K 0.12% 35
2013
Q2 		$388K Buy
+9,871
New +$397K 0.13% 32

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

3D Asset Management's PFF Position: Q4 2016 in Review

3D Asset Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2016, closing a stake of 11,873 shares — an estimated $469K sold.

3D Asset Management first reported a position in PFF in Q2 2013 and held it in 14 quarters. The position peaked at $489K in Q2 2016. 611 funds tracked by Wall St. Rank hold PFF as of Q4 2016.

  • 3D Asset Management reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2016 after selling out during the quarter.
  • 3D Asset Management sold 11,873 iShares Preferred and Income Securities ETF shares in Q4 2016, an estimated $469K.
  • 3D Asset Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and held it in 14 quarters.
  • 3D Asset Management's iShares Preferred and Income Securities ETF position peaked at $489K in Q2 2016.
  • 611 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2016.

Based on 3D Asset Management's 13F filing for Q4 2016, filed 30 Jan 2017.