Clear Perspective Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Clear Perspective Advisors’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
2018 Q1	–	Sell	-63	Closed	-$2K	–	511
2017 Q4	$2K	Sell	63 -19	-23%	-$729	﹤0.01%	436
2017 Q3	$3K	Buy	+82	New	+$3.19K	﹤0.01%	417
2017 Q2	–	Sell	-55	Closed	-$2K	–	481
2017 Q1	$2K	Hold	55	–	–	﹤0.01%	387
2016 Q4	$2K	Buy	+55	New	+$2.09K	﹤0.01%	383

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MFM

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

Clear Perspective Advisors's PFF Position: Q1 2018 in Review

Clear Perspective Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2018, closing a stake of 63 shares — an estimated $2K sold.

Clear Perspective Advisors first reported a position in PFF in Q4 2016 and held it in 4 quarters. The position peaked at $3K in Q3 2017. 704 funds tracked by Wall St. Rank hold PFF as of Q1 2018.

Clear Perspective Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2018 after selling out during the quarter.
Clear Perspective Advisors sold 63 iShares Preferred and Income Securities ETF shares in Q1 2018, an estimated $2K.
Clear Perspective Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2016 and held it in 4 quarters.
Clear Perspective Advisors's iShares Preferred and Income Securities ETF position peaked at $3K in Q3 2017.
704 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2018.

Based on Clear Perspective Advisors's 13F filing for Q1 2018, filed 14 May 2018.