Anchor Investment Management’s iShares International Preferred Stock ETF IPFF Stock Holding History

Anchor Investment Management’s Portfolio IPFF Stock Details IPFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-800	Closed	-$11.3K	–	970
2020 Q3	$11.3K	Hold	800	–	–	﹤0.01%	636
2020 Q2	$10.1K	Hold	800	–	–	﹤0.01%	638
2020 Q1	$8.36K	Hold	800	–	–	﹤0.01%	645
2019 Q4	$12.4K	Hold	800	–	–	﹤0.01%	620
2019 Q3	$12.1K	Hold	800	–	–	﹤0.01%	620
2019 Q2	$12.1K	Sell	800 -1,000	-56%	-$15.2K	﹤0.01%	615
2019 Q1	$27.8K	Hold	1,800	–	–	0.01%	522
2018 Q4	$27.2K	Hold	1,800	–	–	0.01%	511
2018 Q3	$31.8K	Hold	1,800	–	–	0.01%	530
2018 Q2	$31.3K	Hold	1,800	–	–	0.01%	538
2018 Q1	$32.5K	Hold	1,800	–	–	0.01%	525
2017 Q4	$33.6K	Hold	1,800	–	–	0.01%	513
2017 Q3	$33.4K	Hold	1,800	–	–	0.01%	498
2017 Q2	$32.2K	Hold	1,800	–	–	0.01%	449
2017 Q1	$31.2K	Hold	1,800	–	–	0.01%	440
2016 Q4	$28.3K	Buy	1,800 +800	+80%	+$12.5K	0.01%	432
2016 Q3	$16.2K	Hold	1,000	–	–	0.01%	468
2016 Q2	$15.5K	Buy	+1,000	New	+$16.4K	0.01%	470

Other funds holding IPFF

MLM

Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

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

Leo Brokerage Hurst, Texas $876M AUM

ACM

Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return

Anchor Investment Management's IPFF Position: Q4 2020 in Review

Anchor Investment Management sold out of iShares International Preferred Stock ETF (IPFF) in Q4 2020, closing a stake of 800 shares — an estimated $11.3K sold.

Anchor Investment Management first reported a position in IPFF in Q2 2016 and held it in 18 quarters. The position peaked at $33.6K in Q4 2017. 28 funds tracked by Wall St. Rank hold IPFF as of Q4 2020.

Anchor Investment Management reported no remaining iShares International Preferred Stock ETF position as of Q4 2020 after selling out during the quarter.
Anchor Investment Management sold 800 iShares International Preferred Stock ETF shares in Q4 2020, an estimated $11.3K.
Anchor Investment Management first reported a position in iShares International Preferred Stock ETF in Q2 2016 and held it in 18 quarters.
Anchor Investment Management's iShares International Preferred Stock ETF position peaked at $33.6K in Q4 2017.
28 funds tracked by Wall St. Rank held iShares International Preferred Stock ETF as of Q4 2020.

Based on Anchor Investment Management's 13F filing for Q4 2020, filed 2 Jan 2024.