Aldebaran Financial’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Aldebaran Financial’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 Q3	–	Sell	-12,983	Closed	-$516K	–	101
2016 Q2	$516K	Sell	12,983 -384	-3%	-$15K	0.41%	66
2016 Q1	$522K	Sell	13,367 -579	-4%	-$22.1K	0.46%	67
2015 Q4	$544K	Buy	13,946 +59	+0.4%	+$2.3K	0.5%	60
2015 Q3	$536K	Sell	13,887 -985	-7%	-$38.5K	0.51%	61
2015 Q2	$583K	Sell	14,872 -135	-0.9%	-$5.36K	0.49%	61
2015 Q1	$602K	Sell	15,007 -280	-2%	-$11.2K	0.52%	60
2014 Q4	$603K	Buy	15,287 +530	+4%	+$21K	0.53%	60
2014 Q3	$583K	Sell	14,757 -785	-5%	-$31.1K	0.52%	59
2014 Q2	$620K	Sell	15,542 -385	-2%	-$15.2K	0.49%	63
2014 Q1	$622K	Sell	15,927 -62	-0.4%	-$2.37K	0.54%	64
2013 Q4	$589K	Buy	+15,989	New	+$603K	0.56%	61

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aldebaran Financial's PFF Position: Q3 2016 in Review

Aldebaran Financial sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2016, closing a stake of 12,983 shares — an estimated $516K sold.

Aldebaran Financial first reported a position in PFF in Q4 2013 and held it in 11 quarters. The position peaked at $622K in Q1 2014. 567 funds tracked by Wall St. Rank hold PFF as of Q3 2016.

Aldebaran Financial reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2016 after selling out during the quarter.
Aldebaran Financial sold 12,983 iShares Preferred and Income Securities ETF shares in Q3 2016, an estimated $516K.
Aldebaran Financial first reported a position in iShares Preferred and Income Securities ETF in Q4 2013 and held it in 11 quarters.
Aldebaran Financial's iShares Preferred and Income Securities ETF position peaked at $622K in Q1 2014.
567 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2016.

Based on Aldebaran Financial's 13F filing for Q3 2016, filed 16 Dec 2016.