Blue Bell Private Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
– Sell
-370
Closed -$14K – 220
2018
Q3
$14K Hold
370
– – 0.01% 153
2018
Q2
$14K Sell
370
-130
-26% -$4.84K 0.01% 152
2018
Q1
$18K Hold
500
– – 0.01% 158
2017
Q4
$19K Sell
500
-150
-23% -$5.76K 0.01% 157
2017
Q3
$25K Buy
+650
New +$25.3K 0.01% 147

Other funds holding PFF

Blue Bell Private Wealth Management's PFF Position: Q4 2018 in Review

Blue Bell Private Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2018, closing a stake of 370 shares — an estimated $14K sold.

Blue Bell Private Wealth Management first reported a position in PFF in Q3 2017 and held it in 5 quarters. The position peaked at $25K in Q3 2017. 692 funds tracked by Wall St. Rank hold PFF as of Q4 2018.

  • Blue Bell Private Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2018 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 370 iShares Preferred and Income Securities ETF shares in Q4 2018, an estimated $14K.
  • Blue Bell Private Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q3 2017 and held it in 5 quarters.
  • Blue Bell Private Wealth Management's iShares Preferred and Income Securities ETF position peaked at $25K in Q3 2017.
  • 692 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2018.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2018, filed 16 Jan 2019.