Aevitas Wealth Management’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
2019
Q2
Sell
-4,492
Closed -$164K 266
2019
Q1
$164K Sell
4,492
-299
-6% -$10.7K 0.15% 111
2018
Q4
$164K Buy
4,791
+3
+0.1% +$106 0.17% 107
2018
Q3
$178K Buy
4,788
+2
+0% +$75 0.16% 108
2018
Q2
$180K Buy
4,786
+1,842
+63% +$68.6K 0.18% 106
2018
Q1
$111K Buy
2,944
+1
+0% +$38 0.11% 128
2017
Q4
$112K Buy
+2,943
New +$113K 0.11% 130

Other funds holding PFF

Aevitas Wealth Management's PFF Position: Q2 2019 in Review

Aevitas Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2019, closing a stake of 4,492 shares — an estimated $164K sold.

Aevitas Wealth Management first reported a position in PFF in Q4 2017 and held it in 6 quarters. The position peaked at $180K in Q2 2018. 726 funds tracked by Wall St. Rank hold PFF as of Q2 2019.

  • Aevitas Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 4,492 iShares Preferred and Income Securities ETF shares in Q2 2019, an estimated $164K.
  • Aevitas Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's iShares Preferred and Income Securities ETF position peaked at $180K in Q2 2018.
  • 726 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.