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Berman Capital Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Berman Capital 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
2020
Q3 		– Sell
-586
Closed -$20K – 1733
2020
Q2 		$20K Buy
+586
New +$20K 0.01% 542

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Berman Capital Advisors's PFF Position: Q3 2020 in Review

Berman Capital Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2020, closing a stake of 586 shares — an estimated $20K sold.

Berman Capital Advisors first reported a position in PFF in Q2 2020 and held it in 1 quarter. The position peaked at $20K in Q2 2020. 815 funds tracked by Wall St. Rank hold PFF as of Q3 2020.

  • Berman Capital Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 586 iShares Preferred and Income Securities ETF shares in Q3 2020, an estimated $20K.
  • Berman Capital Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2020 and held it in 1 quarter.
  • Berman Capital Advisors's iShares Preferred and Income Securities ETF position peaked at $20K in Q2 2020.
  • 815 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2020.

Based on Berman Capital Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.