Burt Wealth Advisors’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
Q2
Sell
-84
Closed -$3K 521
2016
Q1
$3K Buy
+84
New +$3.21K ﹤0.01% 429
2015
Q4
Sell
-300
Closed -$12K 541
2015
Q3
$12K Hold
300
0.01% 235
2015
Q2
$12K Hold
300
0.01% 251
2015
Q1
$12K Buy
+300
New +$12K 0.01% 228

Other funds holding PFF

Burt Wealth Advisors's PFF Position: Q2 2016 in Review

Burt Wealth Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2016, closing a stake of 84 shares — an estimated $3K sold.

Burt Wealth Advisors first reported a position in PFF in Q1 2015 and held it in 4 quarters. The position peaked at $12K in Q3 2015. 561 funds tracked by Wall St. Rank hold PFF as of Q2 2016.

  • Burt Wealth Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 84 iShares Preferred and Income Securities ETF shares in Q2 2016, an estimated $3K.
  • Burt Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2015 and held it in 4 quarters.
  • Burt Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $12K in Q3 2015.
  • 561 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.