Brandywine Oak Private Wealth’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Brandywine Oak Private Wealth’s Portfolio PFXF Stock Details PFXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-5,869	Closed	-$103K	–	505
2018 Q4	$103K	Buy	+5,869	New	+$108K	0.02%	270

Other funds holding PFXF

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Plimoth Trust Plymouth, Massachusetts $447M AUM 24.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Brandywine Oak Private Wealth's PFXF Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2019, closing a stake of 5,869 shares — an estimated $103K sold.

Brandywine Oak Private Wealth first reported a position in PFXF in Q4 2018 and held it in 1 quarter. The position peaked at $103K in Q4 2018. 76 funds tracked by Wall St. Rank hold PFXF as of Q1 2019.

Brandywine Oak Private Wealth reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q1 2019 after selling out during the quarter.
Brandywine Oak Private Wealth sold 5,869 VanEck Preferred Securities ex Financials ETF shares in Q1 2019, an estimated $103K.
Brandywine Oak Private Wealth first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2018 and held it in 1 quarter.
Brandywine Oak Private Wealth's VanEck Preferred Securities ex Financials ETF position peaked at $103K in Q4 2018.
76 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.