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Banyan Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Banyan Partners’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
2013
Q4 		– Sell
-5,646
Closed -$215K – 436
2013
Q3 		$215K Buy
+5,646
New +$216K 0.02% 314

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Banyan Partners's PFF Position: Q4 2013 in Review

Banyan Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2013, closing a stake of 5,646 shares — an estimated $215K sold.

Banyan Partners first reported a position in PFF in Q3 2013 and held it in 1 quarter. The position peaked at $215K in Q3 2013. 362 funds tracked by Wall St. Rank hold PFF as of Q4 2013.

  • Banyan Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2013 after selling out during the quarter.
  • Banyan Partners sold 5,646 iShares Preferred and Income Securities ETF shares in Q4 2013, an estimated $215K.
  • Banyan Partners first reported a position in iShares Preferred and Income Securities ETF in Q3 2013 and held it in 1 quarter.
  • Banyan Partners's iShares Preferred and Income Securities ETF position peaked at $215K in Q3 2013.
  • 362 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2013.

Based on Banyan Partners's 13F filing for Q4 2013, filed 12 Feb 2014.