Beese Fulmer Investment Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Beese Fulmer Investment 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
2022 Q1	–	Sell	-5,250	Closed	-$207K	–	240
2021 Q4	$207K	Hold	5,250	–	–	0.02%	233
2021 Q3	$204K	Hold	5,250	–	–	0.02%	227
2021 Q2	$207K	Hold	5,250	–	–	0.02%	217
2021 Q1	$202K	Buy	+5,250	New	+$199K	0.02%	217
2020 Q3	–	Sell	-5,078	Closed	-$176K	–	443
2020 Q2	$176K	Buy	+5,078	New	+$173K	0.03%	193

Other funds holding PFF

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Beese Fulmer Investment Management's PFF Position: Q1 2022 in Review

Beese Fulmer Investment Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2022, closing a stake of 5,250 shares — an estimated $207K sold.

Beese Fulmer Investment Management first reported a position in PFF in Q2 2020 and held it in 5 quarters. The position peaked at $207K in Q4 2021. 1,048 funds tracked by Wall St. Rank hold PFF as of Q1 2022.

Beese Fulmer Investment Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2022 after selling out during the quarter.
Beese Fulmer Investment Management sold 5,250 iShares Preferred and Income Securities ETF shares in Q1 2022, an estimated $207K.
Beese Fulmer Investment Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2020 and held it in 5 quarters.
Beese Fulmer Investment Management's iShares Preferred and Income Securities ETF position peaked at $207K in Q4 2021.
1,048 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2022.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2022, filed 12 Apr 2022.