Braver 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
2016
Q4
$2.44M Sell
65,488
-5,472
-8% -$208K 0.4% 72
2016
Q3
$2.8M Sell
70,960
-157,333
-69% -$6.28M 0.47% 65
2016
Q2
$9.11M Buy
228,293
+166,028
+267% +$6.51M 1.55% 17
2016
Q1
$2.43M Buy
+62,265
New +$2.38M 0.4% 63

Other funds holding PFF

Braver Wealth Management's PFF Position: Q4 2016 in Review

Braver Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 7.7% in Q4 2016, selling an estimated $208K and leaving 65,488 shares worth $2.44M. The position accounts for 0.4% of the portfolio, ranked #72.

Braver Wealth Management first reported a position in PFF in Q1 2016 and has held it in 4 quarters since. The position peaked at $9.11M in Q2 2016. 611 funds tracked by Wall St. Rank hold PFF as of Q4 2016.

  • Braver Wealth Management held 65,488 shares of iShares Preferred and Income Securities ETF worth $2.44M as of Q4 2016.
  • Braver Wealth Management sold 5,472 iShares Preferred and Income Securities ETF shares in Q4 2016, an estimated $208K.
  • iShares Preferred and Income Securities ETF made up 0.4% of Braver Wealth Management's portfolio in Q4 2016, its #72 holding.
  • Braver Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2016 and has held it in 4 quarters since.
  • Braver Wealth Management's iShares Preferred and Income Securities ETF position peaked at $9.11M in Q2 2016.
  • 611 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.