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

Capital Planning 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
2019
Q4 		– Sell
-565
Closed -$21K – 140
2019
Q3 		$21K Buy
+565
New +$21K 0.01% 138

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Planning Advisors's PFF Position: Q4 2019 in Review

Capital Planning Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2019, closing a stake of 565 shares — an estimated $21K sold.

Capital Planning Advisors first reported a position in PFF in Q3 2019 and held it in 1 quarter. The position peaked at $21K in Q3 2019. 836 funds tracked by Wall St. Rank hold PFF as of Q4 2019.

  • Capital Planning Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2019 after selling out during the quarter.
  • Capital Planning Advisors sold 565 iShares Preferred and Income Securities ETF shares in Q4 2019, an estimated $21K.
  • Capital Planning Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2019 and held it in 1 quarter.
  • Capital Planning Advisors's iShares Preferred and Income Securities ETF position peaked at $21K in Q3 2019.
  • 836 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2019.

Based on Capital Planning Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.