Cynosure Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Cynosure Advisors’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
2018 Q3	–	Sell	-10,556	Closed	-$398K	–	146
2018 Q2	$398K	Hold	10,556	–	–	0.11%	143
2018 Q1	$396K	Sell	10,556 -13,081	-55%	-$491K	0.1%	133
2017 Q4	$900K	Buy	+23,637	New	+$907K	0.21%	50

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cynosure Advisors's PFF Position: Q3 2018 in Review

Cynosure Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2018, closing a stake of 10,556 shares — an estimated $398K sold.

Cynosure Advisors first reported a position in PFF in Q4 2017 and held it in 3 quarters. The position peaked at $900K in Q4 2017. 692 funds tracked by Wall St. Rank hold PFF as of Q3 2018.

Cynosure Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2018 after selling out during the quarter.
Cynosure Advisors sold 10,556 iShares Preferred and Income Securities ETF shares in Q3 2018, an estimated $398K.
Cynosure Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and held it in 3 quarters.
Cynosure Advisors's iShares Preferred and Income Securities ETF position peaked at $900K in Q4 2017.
692 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2018.

Based on Cynosure Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.