Doyle Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-447
Closed -$16K 593
2019
Q2
$16K Buy
+447
New +$16.4K ﹤0.01% 554
2019
Q1
Sell
-852
Closed -$29K 575
2018
Q4
$29K Buy
+852
New +$30.2K ﹤0.01% 462

Other funds holding PFF

Doyle Wealth Management's PFF Position: Q3 2019 in Review

Doyle Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2019, closing a stake of 447 shares — an estimated $16K sold.

Doyle Wealth Management first reported a position in PFF in Q4 2018 and held it in 2 quarters. The position peaked at $29K in Q4 2018. 743 funds tracked by Wall St. Rank hold PFF as of Q3 2019.

  • Doyle Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 447 iShares Preferred and Income Securities ETF shares in Q3 2019, an estimated $16K.
  • Doyle Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's iShares Preferred and Income Securities ETF position peaked at $29K in Q4 2018.
  • 743 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.