Asset Planning Services (Pennsylvania)’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019 Q4	–	Sell	-437	Closed	-$16K	–	202
2019 Q3	$16K	Buy	437 +5	+1%	+$186	0.01%	178
2019 Q2	$16K	Buy	432 +6	+1%	+$220	0.01%	178
2019 Q1	$16K	Buy	426 +4	+0.9%	+$144	0.01%	174
2018 Q4	$14K	Buy	422 +6	+1%	+$213	0.01%	182
2018 Q3	$15K	Buy	416 +9	+2%	+$338	0.01%	178
2018 Q2	$15K	Buy	407 +6	+1%	+$223	0.01%	178
2018 Q1	$15K	Buy	401 +4	+1%	+$150	0.01%	185
2017 Q4	$15K	Buy	397 +6	+2%	+$230	0.01%	184
2017 Q3	$15K	Buy	391 +6	+2%	+$234	0.01%	205
2017 Q2	$15K	Buy	385 +5	+1%	+$195	0.01%	197
2017 Q1	$15K	Sell	380 -22	-5%	-$841	0.01%	200
2016 Q4	$15K	Buy	+402	New	+$15.3K	0.01%	181

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Asset Planning Services (Pennsylvania)'s PFF Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2019, closing a stake of 437 shares — an estimated $16K sold.

Asset Planning Services (Pennsylvania) first reported a position in PFF in Q4 2016 and held it in 12 quarters. The position peaked at $16K in Q3 2019. 836 funds tracked by Wall St. Rank hold PFF as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 437 iShares Preferred and Income Securities ETF shares in Q4 2019, an estimated $16K.
Asset Planning Services (Pennsylvania) first reported a position in iShares Preferred and Income Securities ETF in Q4 2016 and held it in 12 quarters.
Asset Planning Services (Pennsylvania)'s iShares Preferred and Income Securities ETF position peaked at $16K in Q3 2019.
836 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.