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Clear Perspective Advisors’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Clear Perspective Advisors’s Portfolio PFXF Stock Details PFXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-44
Closed -$1K – 512
2017
Q4 		$1K Hold
44
– – ﹤0.01% 450
2017
Q3 		$1K Buy
+44
New +$885 ﹤0.01% 454

Other funds holding PFXF

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
PT
Plimoth Trust Plymouth, Massachusetts $447M AUM 24.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Clear Perspective Advisors sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2018, closing a stake of 44 shares — an estimated $1K sold.

Clear Perspective Advisors first reported a position in PFXF in Q3 2017 and held it in 2 quarters. The position peaked at $1K in Q4 2017. 63 funds tracked by Wall St. Rank hold PFXF as of Q1 2018.

  • Clear Perspective Advisors reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q1 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 44 VanEck Preferred Securities ex Financials ETF shares in Q1 2018, an estimated $1K.
  • Clear Perspective Advisors first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2017 and held it in 2 quarters.
  • Clear Perspective Advisors's VanEck Preferred Securities ex Financials ETF position peaked at $1K in Q4 2017.
  • 63 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2018.

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