Acorn Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-3,799
Closed -$144K 339
2018
Q2
$144K Buy
3,799
+3
+0.1% +$112 0.12% 136
2018
Q1
$141K Sell
3,796
-500
-12% -$18.8K 0.12% 139
2017
Q4
$163K Buy
+4,296
New +$165K 0.15% 116

Other funds holding PFF

Acorn Wealth Advisors's PFF Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2018, closing a stake of 3,799 shares — an estimated $144K sold.

Acorn Wealth Advisors first reported a position in PFF in Q4 2017 and held it in 3 quarters. The position peaked at $163K in Q4 2017. 692 funds tracked by Wall St. Rank hold PFF as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 3,799 iShares Preferred and Income Securities ETF shares in Q3 2018, an estimated $144K.
  • Acorn Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $163K in Q4 2017.
  • 692 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.