Clifford Swan Investment Counsel’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Clifford Swan Investment Counsel’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
2022 Q4	–	Sell	-14,802	Closed	-$469K	–	312
2022 Q3	$469K	Sell	14,802 -20	-0.1%	-$670	0.02%	213
2022 Q2	$487K	Hold	14,822	–	–	0.02%	220
2022 Q1	$540K	Hold	14,822	–	–	0.02%	223
2021 Q4	$584K	Hold	14,822	–	–	0.02%	227
2021 Q3	$582K	Hold	14,822	–	–	0.02%	222
2021 Q2	$584K	Hold	14,822	–	–	0.02%	215
2021 Q1	$569K	Buy	14,822 +300	+2%	+$11.4K	0.02%	213
2020 Q4	$559K	Sell	14,522 -140	-1%	-$5.23K	0.02%	215
2020 Q3	$534K	Hold	14,662	–	–	0.03%	209
2020 Q2	$508K	Buy	14,662 +140	+1%	+$4.77K	0.03%	211
2020 Q1	$462K	Sell	14,522 -1,972	-12%	-$70.7K	0.03%	201
2019 Q4	$620K	Buy	16,494 +3,576	+28%	+$133K	0.03%	198
2019 Q3	$485K	Buy	12,918 +1,000	+8%	+$37.2K	0.03%	209
2019 Q2	$439K	Hold	11,918	–	–	0.02%	220
2019 Q1	$436K	Sell	11,918 -7,880	-40%	-$283K	0.02%	222
2018 Q4	$678K	Buy	19,798 +130	+0.7%	+$4.61K	0.04%	176
2018 Q3	$730K	Buy	19,668 +137	+0.7%	+$5.14K	0.04%	178
2018 Q2	$737K	Sell	19,531 -1,513	-7%	-$56.4K	0.04%	173
2018 Q1	$790K	Buy	21,044 +91	+0.4%	+$3.42K	0.04%	166
2017 Q4	$798K	Buy	20,953 +159	+0.8%	+$6.1K	0.04%	175
2017 Q3	$807K	Sell	20,794 -5,341	-20%	-$208K	0.05%	171
2017 Q2	$1.02M	Buy	26,135 +6,596	+34%	+$257K	0.06%	148
2017 Q1	$756K	Sell	19,539 -1,954	-9%	-$74.7K	0.05%	175
2016 Q4	$800K	Sell	21,493 -90	-0.4%	-$3.42K	0.05%	160
2016 Q3	$853K	Buy	+21,583	New	+$861K	0.06%	156

Other funds holding PFF

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

Clifford Swan Investment Counsel's PFF Position: Q4 2022 in Review

Clifford Swan Investment Counsel sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2022, closing a stake of 14,802 shares — an estimated $469K sold.

Clifford Swan Investment Counsel first reported a position in PFF in Q3 2016 and held it in 25 quarters. The position peaked at $1.02M in Q2 2017. 977 funds tracked by Wall St. Rank hold PFF as of Q4 2022.

Clifford Swan Investment Counsel reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2022 after selling out during the quarter.
Clifford Swan Investment Counsel sold 14,802 iShares Preferred and Income Securities ETF shares in Q4 2022, an estimated $469K.
Clifford Swan Investment Counsel first reported a position in iShares Preferred and Income Securities ETF in Q3 2016 and held it in 25 quarters.
Clifford Swan Investment Counsel's iShares Preferred and Income Securities ETF position peaked at $1.02M in Q2 2017.
977 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2022.

Based on Clifford Swan Investment Counsel's 13F filing for Q4 2022, filed 3 Feb 2023.