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

Fairhaven 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
2020 Q1	–	Sell	-36,591	Closed	-$1.38M	–	89
2019 Q4	$1.38M	Sell	36,591 -325	-0.9%	-$12.1K	1.14%	14
2019 Q3	$1.39M	Buy	36,916 +4	+0%	+$149	1.3%	13
2019 Q2	$1.36M	Sell	36,912 -413	-1%	-$15.1K	1.26%	14
2019 Q1	$1.36M	Sell	37,325 -22,264	-37%	-$800K	1.3%	14
2018 Q4	$2.04M	Buy	+59,589	New	+$2.11M	2%	12

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Fairhaven Wealth Management's PFF Position: Q1 2020 in Review

Fairhaven Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2020, closing a stake of 36,591 shares — an estimated $1.38M sold.

Fairhaven Wealth Management first reported a position in PFF in Q4 2018 and held it in 5 quarters. The position peaked at $2.04M in Q4 2018. 790 funds tracked by Wall St. Rank hold PFF as of Q1 2020.

Fairhaven Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2020 after selling out during the quarter.
Fairhaven Wealth Management sold 36,591 iShares Preferred and Income Securities ETF shares in Q1 2020, an estimated $1.38M.
Fairhaven Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and held it in 5 quarters.
Fairhaven Wealth Management's iShares Preferred and Income Securities ETF position peaked at $2.04M in Q4 2018.
790 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2020.

Based on Fairhaven Wealth Management's 13F filing for Q1 2020, filed 5 May 2020.