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Crosspoint Capital Strategies’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Crosspoint Capital Strategies’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
2016
Q1 		– Sell
-99,350
Closed -$3.92M – 615
2015
Q4 		$3.92M Buy
99,350
+97,840
+6,479% +$3.81M 1.03% 15
2015
Q3 		$58K Buy
+1,510
New +$59K 0.07% 240
2014
Q2 		– Sell
-822
Closed -$32K – 609
2014
Q1 		$32K Buy
822
+17
+2% +$649 0.01% 311
2013
Q4 		$31K Buy
+805
New +$30.4K 0.01% 310

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Crosspoint Capital Strategies's PFF Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2016, closing a stake of 99,350 shares — an estimated $3.92M sold.

Crosspoint Capital Strategies first reported a position in PFF in Q4 2013 and held it in 4 quarters. The position peaked at $3.92M in Q4 2015. 532 funds tracked by Wall St. Rank hold PFF as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 99,350 iShares Preferred and Income Securities ETF shares in Q1 2016, an estimated $3.92M.
  • Crosspoint Capital Strategies first reported a position in iShares Preferred and Income Securities ETF in Q4 2013 and held it in 4 quarters.
  • Crosspoint Capital Strategies's iShares Preferred and Income Securities ETF position peaked at $3.92M in Q4 2015.
  • 532 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.