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Bellwether Investment Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bellwether Investment Group’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
2017
Q1 		– Sell
-4,737
Closed -$176K – 905
2016
Q4 		$176K Buy
+4,737
New +$180K 0.16% 151
2016
Q2 		$1.76M Buy
+44,108
New +$1.73M 1.93% 5

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bellwether Investment Group's PFF Position: Q1 2017 in Review

Bellwether Investment Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2017, closing a stake of 4,737 shares — an estimated $176K sold.

Bellwether Investment Group first reported a position in PFF in Q2 2016 and held it in 2 quarters. The position peaked at $1.76M in Q2 2016. 634 funds tracked by Wall St. Rank hold PFF as of Q1 2017.

  • Bellwether Investment Group reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 4,737 iShares Preferred and Income Securities ETF shares in Q1 2017, an estimated $176K.
  • Bellwether Investment Group first reported a position in iShares Preferred and Income Securities ETF in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's iShares Preferred and Income Securities ETF position peaked at $1.76M in Q2 2016.
  • 634 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.