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PFFD icon

Crescent Capital Consulting’s Global X US Preferred ETF PFFD Stock Holding History

Crescent Capital Consulting’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
2021
Q4 		$5.34M Sell
207,435
-306,047
-60% -$7.84M 0.88% 31
2021
Q3 		$13.2M Buy
513,482
+161,261
+46% +$4.19M 2.42% 8
2021
Q2 		$9.21M Buy
352,221
+333,856
+1,818% +$8.6M 1.72% 16
2021
Q1 		$467K Buy
+18,365
New +$466K 0.1% 110

Other funds holding PFFD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RWG
Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Crescent Capital Consulting's PFFD Position: Q4 2021 in Review

Crescent Capital Consulting reduced its Global X US Preferred ETF (PFFD) stake by 60% in Q4 2021, selling an estimated $7.84M and leaving 207,435 shares worth $5.34M. The position accounts for 0.88% of the portfolio, ranked #31.

Crescent Capital Consulting first reported a position in PFFD in Q1 2021 and has held it in 4 quarters since. The position peaked at $13.2M in Q3 2021. 230 funds tracked by Wall St. Rank hold PFFD as of Q4 2021.

  • Crescent Capital Consulting held 207,435 shares of Global X US Preferred ETF worth $5.34M as of Q4 2021.
  • Crescent Capital Consulting sold 306,047 Global X US Preferred ETF shares in Q4 2021, an estimated $7.84M.
  • Global X US Preferred ETF made up 0.88% of Crescent Capital Consulting's portfolio in Q4 2021, its #31 holding.
  • Crescent Capital Consulting first reported a position in Global X US Preferred ETF in Q1 2021 and has held it in 4 quarters since.
  • Crescent Capital Consulting's Global X US Preferred ETF position peaked at $13.2M in Q3 2021.
  • 230 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.