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

Fiduciary Wealth Partners’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
2016
Q3 		– Sell
-4,165
Closed -$166K – 17
2016
Q2 		$166K Buy
+4,165
New +$163K 0.18% 15

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Fiduciary Wealth Partners's PFF Position: Q3 2016 in Review

Fiduciary Wealth Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2016, closing a stake of 4,165 shares — an estimated $166K sold.

Fiduciary Wealth Partners first reported a position in PFF in Q2 2016 and held it in 1 quarter. The position peaked at $166K in Q2 2016. 567 funds tracked by Wall St. Rank hold PFF as of Q3 2016.

  • Fiduciary Wealth Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2016 after selling out during the quarter.
  • Fiduciary Wealth Partners sold 4,165 iShares Preferred and Income Securities ETF shares in Q3 2016, an estimated $166K.
  • Fiduciary Wealth Partners first reported a position in iShares Preferred and Income Securities ETF in Q2 2016 and held it in 1 quarter.
  • Fiduciary Wealth Partners's iShares Preferred and Income Securities ETF position peaked at $166K in Q2 2016.
  • 567 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2016.

Based on Fiduciary Wealth Partners's 13F filing for Q3 2016, filed 25 Oct 2016.