Family Capital Trust’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Family Capital Trust’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
2014 Q3	–	Sell	-250	Closed	-$10K	–	88
2014 Q2	$10K	Hold	250	–	–	0.01%	82
2014 Q1	$10K	Sell	250 -1,635	-87%	-$62.4K	0.01%	86
2013 Q4	$69K	Hold	1,885	–	–	0.04%	74
2013 Q3	$72K	Hold	1,885	–	–	0.04%	77
2013 Q2	$74K	Buy	+1,885	New	+$75.8K	0.05%	78

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Family Capital Trust's PFF Position: Q3 2014 in Review

Family Capital Trust sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2014, closing a stake of 250 shares — an estimated $10K sold.

Family Capital Trust first reported a position in PFF in Q2 2013 and held it in 5 quarters. The position peaked at $74K in Q2 2013. 409 funds tracked by Wall St. Rank hold PFF as of Q3 2014.

Family Capital Trust reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2014 after selling out during the quarter.
Family Capital Trust sold 250 iShares Preferred and Income Securities ETF shares in Q3 2014, an estimated $10K.
Family Capital Trust first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and held it in 5 quarters.
Family Capital Trust's iShares Preferred and Income Securities ETF position peaked at $74K in Q2 2013.
409 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2014.

Based on Family Capital Trust's 13F filing for Q3 2014, filed 29 Oct 2014.