Brandywine Oak Private Wealth
PFXF icon

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

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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.