Bridgewater Wealth & Financial Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bridgewater Wealth & Financial Management’s Portfolio PFF Stock Details PFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-12,056	Closed	-$449K	–	111
2016 Q4	$449K	Sell	12,056 -4,069	-25%	-$155K	0.17%	64
2016 Q3	$637K	Buy	16,125 +149	+0.9%	+$5.95K	0.23%	55
2016 Q2	$637K	Sell	15,976 -1,327	-8%	-$52K	0.23%	58
2016 Q1	$675K	Buy	+17,303	New	+$661K	0.25%	55

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bridgewater Wealth & Financial Management's PFF Position: Q1 2017 in Review

Bridgewater Wealth & Financial Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2017, closing a stake of 12,056 shares — an estimated $449K sold.

Bridgewater Wealth & Financial Management first reported a position in PFF in Q1 2016 and held it in 4 quarters. The position peaked at $675K in Q1 2016. 634 funds tracked by Wall St. Rank hold PFF as of Q1 2017.

Bridgewater Wealth & Financial Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2017 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 12,056 iShares Preferred and Income Securities ETF shares in Q1 2017, an estimated $449K.
Bridgewater Wealth & Financial Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2016 and held it in 4 quarters.
Bridgewater Wealth & Financial Management's iShares Preferred and Income Securities ETF position peaked at $675K in Q1 2016.
634 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q1 2017, filed 15 May 2017.