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

Dynasty Wealth Management’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
Q1 		– Sell
-5,526
Closed -$210K – 85
2017
Q4 		$210K Buy
+5,526
New +$212K 0.36% 85

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Dynasty Wealth Management's PFF Position: Q1 2018 in Review

Dynasty Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2018, closing a stake of 5,526 shares — an estimated $210K sold.

Dynasty Wealth Management first reported a position in PFF in Q4 2017 and held it in 1 quarter. The position peaked at $210K in Q4 2017. 704 funds tracked by Wall St. Rank hold PFF as of Q1 2018.

  • Dynasty Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 5,526 iShares Preferred and Income Securities ETF shares in Q1 2018, an estimated $210K.
  • Dynasty Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and held it in 1 quarter.
  • Dynasty Wealth Management's iShares Preferred and Income Securities ETF position peaked at $210K in Q4 2017.
  • 704 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2018.

Based on Dynasty Wealth Management's 13F filing for Q1 2018, filed 20 Apr 2018.