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Cavalier Investments’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Cavalier Investments’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
2016
Q3 		– Sell
-9,842
Closed -$393K – 157
2016
Q2 		$393K Buy
+9,842
New +$386K 0.23% 83

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cavalier Investments's PFF Position: Q3 2016 in Review

Cavalier Investments sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2016, closing a stake of 9,842 shares — an estimated $393K sold.

Cavalier Investments first reported a position in PFF in Q2 2016 and held it in 1 quarter. The position peaked at $393K in Q2 2016. 569 funds tracked by Wall St. Rank hold PFF as of Q3 2016.

  • Cavalier Investments reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2016 after selling out during the quarter.
  • Cavalier Investments sold 9,842 iShares Preferred and Income Securities ETF shares in Q3 2016, an estimated $393K.
  • Cavalier Investments first reported a position in iShares Preferred and Income Securities ETF in Q2 2016 and held it in 1 quarter.
  • Cavalier Investments's iShares Preferred and Income Securities ETF position peaked at $393K in Q2 2016.
  • 569 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2016.

Based on Cavalier Investments's 13F filing for Q3 2016, filed 14 Nov 2016.