Beaumont Financial Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Beaumont Financial Advisors’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 Q4	–	Sell	-5,938	Closed	-$230K	–	369
2021 Q3	$230K	Hold	5,938	–	–	0.02%	321
2021 Q2	$234K	Hold	5,938	–	–	0.02%	337
2021 Q1	$228K	Sell	5,938 -8,649	-59%	-$328K	0.02%	316
2020 Q4	$563K	Buy	14,587 +7,974	+121%	+$298K	0.05%	186
2020 Q3	$241K	Sell	6,613 -113	-2%	-$4.07K	0.02%	283
2020 Q2	$233K	Buy	+6,726	New	+$229K	0.02%	255
2015 Q4	–	Sell	-194,255	Closed	-$7.79M	–	144
2015 Q3	$7.79M	Hold	194,255	–	–	1.13%	39
2015 Q2	$7.79M	Sell	194,255 -85,837	-31%	-$3.4M	1.13%	39
2015 Q1	$11.2M	Buy	+280,092	New	+$11.2M	0.39%	51
2013 Q3	–	Sell	-540,808	Closed	-$21.2M	–	170
2013 Q2	$21.2M	Buy	+540,808	New	+$21.7M	1.96%	17

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beaumont Financial Advisors's PFF Position: Q4 2021 in Review

Beaumont Financial Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2021, closing a stake of 5,938 shares — an estimated $230K sold.

Beaumont Financial Advisors first reported a position in PFF in Q2 2013 and held it in 10 quarters. The position peaked at $21.2M in Q2 2013. 1,101 funds tracked by Wall St. Rank hold PFF as of Q4 2021.

Beaumont Financial Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2021 after selling out during the quarter.
Beaumont Financial Advisors sold 5,938 iShares Preferred and Income Securities ETF shares in Q4 2021, an estimated $230K.
Beaumont Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and held it in 10 quarters.
Beaumont Financial Advisors's iShares Preferred and Income Securities ETF position peaked at $21.2M in Q2 2013.
1,101 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2021.

Based on Beaumont Financial Advisors's 13F filing for Q4 2021, filed 7 Feb 2022.