AIM
PFF icon

Aspen Investment Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Aspen Investment Management’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
Q1 		– Sell
-16,556
Closed -$630K – 143
2017
Q4 		$630K Hold
16,556
– – 0.45% 67
2017
Q3 		$643K Hold
16,556
– – 0.48% 62
2017
Q2 		$649K Hold
16,556
– – 0.49% 56
2017
Q1 		$641K Hold
16,556
– – 0.47% 56
2016
Q4 		$616K Hold
16,556
– – 0.46% 52
2016
Q3 		$654K Sell
16,556
-899
-5% -$35.9K 0.52% 50
2016
Q2 		$696K Hold
17,455
– – 0.57% 42
2016
Q1 		$681K Buy
17,455
+1
+0% +$38 0.62% 43
2015
Q4 		$678K Sell
17,454
-53,969
-76% -$2.1M 0.67% 46
2015
Q3 		$2.76M Sell
71,423
-2,590
-3% -$101K 2.69% 6
2015
Q2 		$2.9M Sell
74,013
-332
-0.4% -$13.2K 2.43% 7
2015
Q1 		$2.98M Sell
74,345
-990
-1% -$39.5K 2.39% 9
2014
Q4 		$2.97M Sell
75,335
-1,050
-1% -$41.5K 2.5% 9
2014
Q3 		$3.02M Sell
76,385
-105
-0.1% -$4.16K 2.53% 9
2014
Q2 		$3.05M Sell
76,490
-1,575
-2% -$62.1K 1.86% 10
2014
Q1 		$3.05M Buy
78,065
+1,598
+2% +$61K 1.94% 10
2013
Q4 		$2.82M Buy
76,467
+120
+0.2% +$4.53K 1.88% 9
2013
Q3 		$2.9M Sell
76,347
-8,890
-10% -$340K 2.05% 8
2013
Q2 		$3.35M Buy
+85,237
New +$3.43M 2.28% 9

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Aspen Investment Management's PFF Position: Q1 2018 in Review

Aspen Investment Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2018, closing a stake of 16,556 shares — an estimated $630K sold.

Aspen Investment Management first reported a position in PFF in Q2 2013 and held it in 19 quarters. The position peaked at $3.35M in Q2 2013. 704 funds tracked by Wall St. Rank hold PFF as of Q1 2018.

  • Aspen Investment Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2018 after selling out during the quarter.
  • Aspen Investment Management sold 16,556 iShares Preferred and Income Securities ETF shares in Q1 2018, an estimated $630K.
  • Aspen Investment Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and held it in 19 quarters.
  • Aspen Investment Management's iShares Preferred and Income Securities ETF position peaked at $3.35M in Q2 2013.
  • 704 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2018.

Based on Aspen Investment Management's 13F filing for Q1 2018, filed 16 May 2018.