CGFA
PFFD icon

Colton Groome Financial Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Colton Groome Financial Advisors’s Portfolio PFFD Stock Details PFFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-11,385
Closed -$285K – 73
2019
Q4 		$285K Buy
11,385
+245
+2% +$6.12K 0.2% 56
2019
Q3 		$276K Buy
+11,140
New +$277K 0.2% 57

Other funds holding PFFD

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
JIP
JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Colton Groome Financial Advisors's PFFD Position: Q1 2020 in Review

Colton Groome Financial Advisors sold out of Global X US Preferred ETF (PFFD) in Q1 2020, closing a stake of 11,385 shares — an estimated $285K sold.

Colton Groome Financial Advisors first reported a position in PFFD in Q3 2019 and held it in 2 quarters. The position peaked at $285K in Q4 2019. 79 funds tracked by Wall St. Rank hold PFFD as of Q1 2020.

  • Colton Groome Financial Advisors reported no remaining Global X US Preferred ETF position as of Q1 2020 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 11,385 Global X US Preferred ETF shares in Q1 2020, an estimated $285K.
  • Colton Groome Financial Advisors first reported a position in Global X US Preferred ETF in Q3 2019 and held it in 2 quarters.
  • Colton Groome Financial Advisors's Global X US Preferred ETF position peaked at $285K in Q4 2019.
  • 79 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2020.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.