CFM Wealth Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

CFM Wealth 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
2020 Q3	–	Sell	-2,005	Closed	-$69K	–	376
2020 Q2	$69K	Hold	2,005	–	–	0.03%	242
2020 Q1	$64K	Sell	2,005 -969	-33%	-$34.7K	0.03%	239
2019 Q4	$113K	Buy	+2,974	New	+$111K	0.04%	195

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

CFM Wealth Partners's PFF Position: Q3 2020 in Review

CFM Wealth Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2020, closing a stake of 2,005 shares — an estimated $69K sold.

CFM Wealth Partners first reported a position in PFF in Q4 2019 and held it in 3 quarters. The position peaked at $113K in Q4 2019. 815 funds tracked by Wall St. Rank hold PFF as of Q3 2020.

CFM Wealth Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 2,005 iShares Preferred and Income Securities ETF shares in Q3 2020, an estimated $69K.
CFM Wealth Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and held it in 3 quarters.
CFM Wealth Partners's iShares Preferred and Income Securities ETF position peaked at $113K in Q4 2019.
815 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.