Capital Advisors Ltd’s Global X US Preferred ETF PFFD Stock Holding History

Capital Advisors Ltd’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
2019 Q2	–	Sell	-22,176	Closed	-$534K	–	462
2019 Q1	$534K	Sell	22,176 -4,131	-16%	-$97.9K	0.14%	89
2018 Q4	$593K	Buy	+26,307	New	+$609K	0.18%	86

Other funds holding PFFD

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

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

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Capital Advisors Ltd's PFFD Position: Q2 2019 in Review

Capital Advisors Ltd sold out of Global X US Preferred ETF (PFFD) in Q2 2019, closing a stake of 22,176 shares — an estimated $534K sold.

Capital Advisors Ltd first reported a position in PFFD in Q4 2018 and held it in 2 quarters. The position peaked at $593K in Q4 2018. 43 funds tracked by Wall St. Rank hold PFFD as of Q2 2019.

Capital Advisors Ltd reported no remaining Global X US Preferred ETF position as of Q2 2019 after selling out during the quarter.
Capital Advisors Ltd sold 22,176 Global X US Preferred ETF shares in Q2 2019, an estimated $534K.
Capital Advisors Ltd first reported a position in Global X US Preferred ETF in Q4 2018 and held it in 2 quarters.
Capital Advisors Ltd's Global X US Preferred ETF position peaked at $593K in Q4 2018.
43 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2019.

Based on Capital Advisors Ltd's 13F filing for Q2 2019, filed 31 Jul 2019.