Brightworth’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Brightworth’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
2019 Q4	–	Sell	-5,446	Closed	-$204K	–	98
2019 Q3	$204K	Buy	+5,446	New	+$203K	0.04%	90
2018 Q3	–	Sell	-5,373	Closed	-$203K	–	96
2018 Q2	$203K	Hold	5,373	–	–	0.05%	88
2018 Q1	$202K	Buy	+5,373	New	+$202K	0.05%	120

Other funds holding PFF

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Brightworth's PFF Position: Q4 2019 in Review

Brightworth sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2019, closing a stake of 5,446 shares — an estimated $204K sold.

Brightworth first reported a position in PFF in Q1 2018 and held it in 3 quarters. The position peaked at $204K in Q3 2019. 836 funds tracked by Wall St. Rank hold PFF as of Q4 2019.

Brightworth reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2019 after selling out during the quarter.
Brightworth sold 5,446 iShares Preferred and Income Securities ETF shares in Q4 2019, an estimated $204K.
Brightworth first reported a position in iShares Preferred and Income Securities ETF in Q1 2018 and held it in 3 quarters.
Brightworth's iShares Preferred and Income Securities ETF position peaked at $204K in Q3 2019.
836 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2019.

Based on Brightworth's 13F filing for Q4 2019, filed 23 Jan 2020.