FG
PFF icon

Fiduciary Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Fiduciary Group’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
-8,570
Closed -$318K – 182
2018
Q3 		$318K Sell
8,570
-805
-9% -$30.2K 0.06% 144
2018
Q2 		$354K Hold
9,375
– – 0.07% 136
2018
Q1 		$352K Buy
9,375
+600
+7% +$22.5K 0.08% 137
2017
Q4 		$334K Sell
8,775
-344
-4% -$13.2K 0.07% 137
2017
Q3 		$354K Buy
9,119
+1,455
+19% +$56.7K 0.08% 135
2017
Q2 		$300K Hold
7,664
– – 0.07% 141
2017
Q1 		$297K Sell
7,664
-300
-4% -$11.5K 0.07% 144
2016
Q4 		$296K Sell
7,964
-975
-11% -$37.1K 0.08% 142
2016
Q3 		$353K Buy
8,939
+3,754
+72% +$150K 0.1% 135
2016
Q2 		$207K Buy
+5,185
New +$203K 0.06% 165

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 $501B 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 $5.7T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return