Cedar Brook Financial Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Cedar Brook Financial Partners’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 Q3	–	Sell	-12,110	Closed	-$446K	–	319
2019 Q2	$446K	Buy	+12,110	New	+$444K	0.21%	158
2019 Q1	–	Sell	-9,477	Closed	-$324K	–	295
2018 Q4	$324K	Buy	+9,477	New	+$336K	0.2%	163

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cedar Brook Financial Partners's PFF Position: Q3 2019 in Review

Cedar Brook Financial Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2019, closing a stake of 12,110 shares — an estimated $446K sold.

Cedar Brook Financial Partners first reported a position in PFF in Q4 2018 and held it in 2 quarters. The position peaked at $446K in Q2 2019. 743 funds tracked by Wall St. Rank hold PFF as of Q3 2019.

Cedar Brook Financial Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2019 after selling out during the quarter.
Cedar Brook Financial Partners sold 12,110 iShares Preferred and Income Securities ETF shares in Q3 2019, an estimated $446K.
Cedar Brook Financial Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and held it in 2 quarters.
Cedar Brook Financial Partners's iShares Preferred and Income Securities ETF position peaked at $446K in Q2 2019.
743 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2019.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2019, filed 24 Oct 2019.