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Contravisory Investment Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Contravisory Investment 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
2023
Q4 		– Sell
-84
Closed -$2.53K – 410
2023
Q3 		$2.53K Buy
+84
New +$2.57K ﹤0.01% 297

Other funds holding PFF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Contravisory Investment Management's PFF Position: Q4 2023 in Review

Contravisory Investment Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2023, closing a stake of 84 shares — an estimated $2.53K sold.

Contravisory Investment Management first reported a position in PFF in Q3 2023 and held it in 1 quarter. The position peaked at $2.53K in Q3 2023. 1,031 funds tracked by Wall St. Rank hold PFF as of Q4 2023.

  • Contravisory Investment Management reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2023 after selling out during the quarter.
  • Contravisory Investment Management sold 84 iShares Preferred and Income Securities ETF shares in Q4 2023, an estimated $2.53K.
  • Contravisory Investment Management first reported a position in iShares Preferred and Income Securities ETF in Q3 2023 and held it in 1 quarter.
  • Contravisory Investment Management's iShares Preferred and Income Securities ETF position peaked at $2.53K in Q3 2023.
  • 1,031 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2023.

Based on Contravisory Investment Management's 13F filing for Q4 2023, filed 11 Jan 2024.