Bay Harbor Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bay Harbor Wealth 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
2021 Q1	–	Sell	-38	Closed	-$1K	–	369
2020 Q4	$1K	Buy	+38	New	+$1.42K	﹤0.01%	394
2020 Q2	–	Sell	-29	Closed	-$1K	–	400
2020 Q1	$1K	Buy	+29	New	+$1.04K	﹤0.01%	312
2019 Q2	–	Sell	-1,264	Closed	-$46K	–	397
2019 Q1	$46K	Sell	1,264 -14	-1%	-$503	0.03%	167
2018 Q4	$44K	Buy	+1,278	New	+$45.3K	0.04%	162

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bay Harbor Wealth Management's PFF Position: Q1 2021 in Review

Bay Harbor Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2021, closing a stake of 38 shares — an estimated $1K sold.

Bay Harbor Wealth Management first reported a position in PFF in Q4 2018 and held it in 4 quarters. The position peaked at $46K in Q1 2019. 953 funds tracked by Wall St. Rank hold PFF as of Q1 2021.

Bay Harbor Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2021 after selling out during the quarter.
Bay Harbor Wealth Management sold 38 iShares Preferred and Income Securities ETF shares in Q1 2021, an estimated $1K.
Bay Harbor Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and held it in 4 quarters.
Bay Harbor Wealth Management's iShares Preferred and Income Securities ETF position peaked at $46K in Q1 2019.
953 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2021.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.