American Economic Planning Group’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

American Economic Planning Group’s Portfolio PFXF Stock Details PFXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-12,010	Closed	-$232K	–	29
2013 Q3	$232K	Hold	12,010	–	–	0.1%	24
2013 Q2	$239K	Buy	+12,010	New	+$245K	0.09%	21

Other funds holding PFXF

Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

1SB

1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

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

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

ICOA

Investment Centers of America Bismarck, North Dakota $712K AUM 15.54% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

American Economic Planning Group's PFXF Position: Q4 2013 in Review

American Economic Planning Group sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q4 2013, closing a stake of 12,010 shares — an estimated $232K sold.

American Economic Planning Group first reported a position in PFXF in Q2 2013 and held it in 2 quarters. The position peaked at $239K in Q2 2013. 27 funds tracked by Wall St. Rank hold PFXF as of Q4 2013.

American Economic Planning Group reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q4 2013 after selling out during the quarter.
American Economic Planning Group sold 12,010 VanEck Preferred Securities ex Financials ETF shares in Q4 2013, an estimated $232K.
American Economic Planning Group first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2013 and held it in 2 quarters.
American Economic Planning Group's VanEck Preferred Securities ex Financials ETF position peaked at $239K in Q2 2013.
27 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q4 2013.

Based on American Economic Planning Group's 13F filing for Q4 2013, filed 28 Jan 2014.