Catamount Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Catamount Wealth Management’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 Q1	$115K	Buy	3,150 +1,550	+97%	+$55.7K	0.07%	62
2018 Q4	$58K	Sell	1,600 -1,500	-48%	-$53.1K	0.04%	68
2018 Q3	$115K	Hold	3,100	–	–	0.06%	59
2018 Q2	$116K	Hold	3,100	–	–	0.06%	54
2018 Q1	$116K	Hold	3,100	–	–	0.06%	52
2017 Q4	$118K	Sell	3,100 -3,500	-53%	-$134K	0.07%	49
2017 Q3	$256K	Hold	6,600	–	–	0.15%	34
2017 Q2	$259K	Sell	6,600 -3,500	-35%	-$136K	0.16%	37
2017 Q1	$391K	Sell	10,100 -6,700	-40%	-$256K	0.27%	31
2016 Q4	$625K	Sell	16,800 -1,104	-6%	-$42K	0.51%	25
2016 Q3	$702K	Buy	17,904 +2	+0%	+$80	0.6%	23
2016 Q2	$714K	Buy	+17,902	New	+$702K	0.82%	15

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Catamount Wealth Management's PFF Position: Q1 2019 in Review

Catamount Wealth Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 97% in Q1 2019, buying an estimated $55.7K and bringing the position to 3,150 shares worth $115K. The position accounts for 0.07% of the portfolio, ranked #62.

Catamount Wealth Management first reported a position in PFF in Q2 2016 and has held it in 12 quarters since. The position peaked at $714K in Q2 2016. 712 funds tracked by Wall St. Rank hold PFF as of Q1 2019.

Catamount Wealth Management held 3,150 shares of iShares Preferred and Income Securities ETF worth $115K as of Q1 2019.
Catamount Wealth Management bought 1,550 iShares Preferred and Income Securities ETF shares in Q1 2019, an estimated $55.7K.
iShares Preferred and Income Securities ETF made up 0.07% of Catamount Wealth Management's portfolio in Q1 2019, its #62 holding.
Catamount Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2016 and has held it in 12 quarters since.
Catamount Wealth Management's iShares Preferred and Income Securities ETF position peaked at $714K in Q2 2016.
712 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.