Atherton Lane Advisers’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Atherton Lane Advisers’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
2015 Q4	$375K	Buy	9,654 +4,021	+71%	+$157K	0.02%	157
2015 Q3	$217K	Buy	5,633 +22	+0.4%	+$860	0.01%	211
2015 Q2	$220K	Buy	5,611 +22	+0.4%	+$873	0.01%	216
2015 Q1	$224K	Buy	5,589 +29	+0.5%	+$1.16K	0.01%	245
2014 Q4	$219K	Buy	5,560 +22	+0.4%	+$870	0.01%	251
2014 Q3	$219K	Buy	5,538 +22	+0.4%	+$872	0.01%	247
2014 Q2	$220K	Buy	5,516 +21	+0.4%	+$828	0.01%	256
2014 Q1	$214K	Buy	5,495 +41	+0.8%	+$1.56K	0.01%	152
2013 Q4	$201K	Sell	5,454 -930	-15%	-$35.1K	0.01%	150
2013 Q3	$243K	Buy	6,384 +968	+18%	+$37K	0.02%	124
2013 Q2	$213K	Buy	+5,416	New	+$218K	0.02%	132

Other funds holding PFF

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

Atherton Lane Advisers's PFF Position: Q4 2015 in Review

Atherton Lane Advisers increased its iShares Preferred and Income Securities ETF (PFF) stake by 71% in Q4 2015, buying an estimated $157K and bringing the position to 9,654 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #157.

Atherton Lane Advisers first reported a position in PFF in Q2 2013 and has held it in 11 quarters since. 530 funds tracked by Wall St. Rank hold PFF as of Q4 2015.

Atherton Lane Advisers held 9,654 shares of iShares Preferred and Income Securities ETF worth $375K as of Q4 2015.
Atherton Lane Advisers bought 4,021 iShares Preferred and Income Securities ETF shares in Q4 2015, an estimated $157K.
iShares Preferred and Income Securities ETF made up 0.02% of Atherton Lane Advisers's portfolio in Q4 2015, its #157 holding.
Atherton Lane Advisers first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and has held it in 11 quarters since.
530 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.