CWM
PFF icon

Concert Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Concert Wealth Management’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
2017
Q3 		– Sell
-14,948
Closed -$588K – 104
2017
Q2 		$588K Sell
14,948
-7,789
-34% -$303K 0.57% 53
2017
Q1 		$848K Sell
22,737
-674
-3% -$25.8K 0.19% 155
2016
Q4 		$873K Sell
23,411
-24,484
-51% -$930K 0.19% 154
2016
Q3 		$1.9M Sell
47,895
-3,402
-7% -$136K 0.23% 110
2016
Q2 		$2.05M Buy
51,297
+16,039
+45% +$629K 0.28% 86
2016
Q1 		$1.39M Sell
35,258
-8,666
-20% -$331K 0.19% 137
2015
Q4 		$1.71M Buy
43,924
+4,212
+11% +$164K 0.23% 112
2015
Q3 		$1.53M Sell
39,712
-1,639
-4% -$64.1K 0.21% 120
2015
Q2 		$1.63M Sell
41,351
-16,232
-28% -$644K 0.21% 114
2015
Q1 		$848K Sell
57,583
-1,396
-2% -$55.6K 0.24% 110
2014
Q4 		$2.33M Buy
58,979
+19,829
+51% +$784K 0.36% 56
2014
Q3 		$1.55M Buy
39,150
+362
+0.9% +$14.3K 0.21% 73
2014
Q2 		$1.43M Sell
38,788
-741
-2% -$29.2K 0.17% 79
2014
Q1 		$1.54M Sell
39,529
-9,244
-19% -$353K 0.19% 73
2013
Q4 		$1.8M Sell
48,773
-12,188
-20% -$460K 0.23% 57
2013
Q3 		$2.33M Sell
60,961
-15,118
-20% -$578K 0.33% 26
2013
Q2 		$3.01M Buy
+76,079
New +$3.06M 0.45% 18

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Concert Wealth Management's PFF Position: Q3 2017 in Review

Concert Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2017, closing a stake of 14,948 shares — an estimated $588K sold.

Concert Wealth Management first reported a position in PFF in Q2 2013 and held it in 17 quarters. The position peaked at $3.01M in Q2 2013. 653 funds tracked by Wall St. Rank hold PFF as of Q3 2017.

  • Concert Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 14,948 iShares Preferred and Income Securities ETF shares in Q3 2017, an estimated $588K.
  • Concert Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and held it in 17 quarters.
  • Concert Wealth Management's iShares Preferred and Income Securities ETF position peaked at $3.01M in Q2 2013.
  • 653 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.