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

ARS Wealth Advisors’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
2018 Q4	–	Sell	-17,463	Closed	-$648K	–	114
2018 Q3	$648K	Sell	17,463 -8,970	-34%	-$337K	0.22%	62
2018 Q2	$997K	Sell	26,433 -10,127	-28%	-$377K	0.36%	44
2018 Q1	$1.37M	Sell	36,560 -3,330	-8%	-$125K	0.51%	33
2017 Q4	$1.52M	Sell	39,890 -4,231	-10%	-$162K	0.56%	31
2017 Q3	$1.71M	Buy	44,121 +8,215	+23%	+$320K	0.66%	30
2017 Q2	$1.41M	Buy	35,906 +14,266	+66%	+$555K	0.57%	34
2017 Q1	$837K	Buy	+21,640	New	+$827K	0.36%	47
2016 Q2	–	Sell	-5,470	Closed	-$213K	–	90
2016 Q1	$213K	Sell	5,470 -660	-11%	-$25.2K	0.1%	71
2015 Q4	$238K	Sell	6,130 -927	-13%	-$36.1K	0.12%	61
2015 Q3	$272K	Buy	7,057 +313	+5%	+$12.2K	0.14%	59
2015 Q2	$264K	Sell	6,744 -309	-4%	-$12.3K	0.12%	57
2015 Q1	$283K	Sell	7,053 -1,723	-20%	-$68.7K	0.12%	57
2014 Q4	$346K	Buy	8,776 +1,891	+27%	+$74.8K	0.15%	49
2014 Q3	$272K	Buy	6,885 +350	+5%	+$13.9K	0.13%	53
2014 Q2	$261K	Buy	+6,535	New	+$258K	0.13%	53

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

ARS Wealth Advisors's PFF Position: Q4 2018 in Review

ARS Wealth Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2018, closing a stake of 17,463 shares — an estimated $648K sold.

ARS Wealth Advisors first reported a position in PFF in Q2 2014 and held it in 15 quarters. The position peaked at $1.71M in Q3 2017. 692 funds tracked by Wall St. Rank hold PFF as of Q4 2018.

ARS Wealth Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2018 after selling out during the quarter.
ARS Wealth Advisors sold 17,463 iShares Preferred and Income Securities ETF shares in Q4 2018, an estimated $648K.
ARS Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2014 and held it in 15 quarters.
ARS Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $1.71M in Q3 2017.
692 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2018.

Based on ARS Wealth Advisors's 13F filing for Q4 2018, filed 11 Jun 2021.