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Capital Directions Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Capital Directions Investment Advisors’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
2018
Q2 		– Sell
-225
Closed -$8K – 166
2018
Q1 		$8K Hold
225
– – ﹤0.01% 91
2017
Q4 		$9K Hold
225
– – ﹤0.01% 88
2017
Q3 		$9K Hold
225
– – ﹤0.01% 94
2017
Q2 		$9K Buy
+225
New +$8.76K ﹤0.01% 87

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Directions Investment Advisors's PFF Position: Q2 2018 in Review

Capital Directions Investment Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2018, closing a stake of 225 shares — an estimated $8K sold.

Capital Directions Investment Advisors first reported a position in PFF in Q2 2017 and held it in 4 quarters. The position peaked at $9K in Q4 2017. 705 funds tracked by Wall St. Rank hold PFF as of Q2 2018.

  • Capital Directions Investment Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2018 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 225 iShares Preferred and Income Securities ETF shares in Q2 2018, an estimated $8K.
  • Capital Directions Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2017 and held it in 4 quarters.
  • Capital Directions Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $9K in Q4 2017.
  • 705 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2018.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.