Cox Capital Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Cox Capital 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
2024 Q1	–	Sell	-20,805	Closed	-$649K	–	77
2023 Q4	$649K	Buy	+20,805	New	+$622K	0.42%	65
2020 Q2	–	Sell	-4,344	Closed	-$163K	–	156
2020 Q1	$163K	Buy	+4,344	New	+$156K	0.14%	77

Other funds holding PFF

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cox Capital Management's PFF Position: Q1 2024 in Review

Cox Capital Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2024, closing a stake of 20,805 shares — an estimated $649K sold.

Cox Capital Management first reported a position in PFF in Q1 2020 and held it in 2 quarters. The position peaked at $649K in Q4 2023. 1,045 funds tracked by Wall St. Rank hold PFF as of Q1 2024.

Cox Capital Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2024 after selling out during the quarter.
Cox Capital Management sold 20,805 iShares Preferred and Income Securities ETF shares in Q1 2024, an estimated $649K.
Cox Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2020 and held it in 2 quarters.
Cox Capital Management's iShares Preferred and Income Securities ETF position peaked at $649K in Q4 2023.
1,045 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2024.

Based on Cox Capital Management's 13F filing for Q1 2024, filed 10 Apr 2024.