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

Divergent Wealth 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
Q4 		– Sell
-2,967
Closed -$107K – 105
2018
Q3 		$107K Sell
2,967
-797
-21% -$29.9K 0.04% 45
2018
Q2 		$142K Sell
3,764
-134
-3% -$4.99K 0.05% 41
2018
Q1 		$146K Buy
+3,898
New +$146K 0.05% 42

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Divergent Wealth Advisors's PFF Position: Q4 2018 in Review

Divergent Wealth Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2018, closing a stake of 2,967 shares — an estimated $107K sold.

Divergent Wealth Advisors first reported a position in PFF in Q1 2018 and held it in 3 quarters. The position peaked at $146K in Q1 2018. 692 funds tracked by Wall St. Rank hold PFF as of Q4 2018.

  • Divergent Wealth Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2018 after selling out during the quarter.
  • Divergent Wealth Advisors sold 2,967 iShares Preferred and Income Securities ETF shares in Q4 2018, an estimated $107K.
  • Divergent Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2018 and held it in 3 quarters.
  • Divergent Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $146K in Q1 2018.
  • 692 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2018.

Based on Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.