Cascadia Advisory Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Cascadia Advisory Services’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	$211K	Buy	+5,622	New	+$210K	0.06%	229

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

Cascadia Advisory Services's PFF Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q4 2019: 5,622 shares worth $211K. The stake represents 0.06% of the portfolio and ranks #229 among its holdings.

836 funds tracked by Wall St. Rank hold PFF as of Q4 2019.

Cascadia Advisory Services held 5,622 shares of iShares Preferred and Income Securities ETF worth $211K as of Q4 2019.
iShares Preferred and Income Securities ETF was a new Cascadia Advisory Services position in Q4 2019.
iShares Preferred and Income Securities ETF made up 0.06% of Cascadia Advisory Services's portfolio in Q4 2019, its #229 holding.
836 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.