Cleary Gull’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Cleary Gull’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
2015 Q1	$2.21M	Buy	+55,200	New	+$2.2M	2.09%	8

Other funds holding PFF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return

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

Cleary Gull's PFF Position: Q1 2015 in Review

Cleary Gull opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q1 2015: 55,200 shares worth $2.21M. The stake represents 2.09% of the portfolio and ranks #8 among its holdings.

488 funds tracked by Wall St. Rank hold PFF as of Q1 2015.

Cleary Gull held 55,200 shares of iShares Preferred and Income Securities ETF worth $2.21M as of Q1 2015.
iShares Preferred and Income Securities ETF was a new Cleary Gull position in Q1 2015.
iShares Preferred and Income Securities ETF made up 2.09% of Cleary Gull's portfolio in Q1 2015, its #8 holding.
488 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2015.

Based on Cleary Gull's 13F filing for Q1 2015, filed 13 May 2015.