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Bridgecreek Investment Management’s Global X US Preferred ETF PFFD Stock Holding History

Bridgecreek Investment Management’s Portfolio PFFD Stock Details PFFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-23,500
Closed -$605K – 123
2021
Q4 		$605K Buy
+23,500
New +$602K 0.08% 87

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CSIA
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Carson Wealth (CWM LLC)
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Bridgecreek Investment Management's PFFD Position: Q1 2022 in Review

Bridgecreek Investment Management sold out of Global X US Preferred ETF (PFFD) in Q1 2022, closing a stake of 23,500 shares — an estimated $605K sold.

Bridgecreek Investment Management first reported a position in PFFD in Q4 2021 and held it in 1 quarter. The position peaked at $605K in Q4 2021. 223 funds tracked by Wall St. Rank hold PFFD as of Q1 2022.

  • Bridgecreek Investment Management reported no remaining Global X US Preferred ETF position as of Q1 2022 after selling out during the quarter.
  • Bridgecreek Investment Management sold 23,500 Global X US Preferred ETF shares in Q1 2022, an estimated $605K.
  • Bridgecreek Investment Management first reported a position in Global X US Preferred ETF in Q4 2021 and held it in 1 quarter.
  • Bridgecreek Investment Management's Global X US Preferred ETF position peaked at $605K in Q4 2021.
  • 223 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2022.

Based on Bridgecreek Investment Management's 13F filing for Q1 2022, filed 12 May 2022.