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Financial Advantage’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Financial Advantage’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
2019
Q4 		– Sell
-1,075
Closed -$40K – 130
2019
Q3 		$40K Buy
+1,075
New +$40K 0.03% 83

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Advantage's PFF Position: Q4 2019 in Review

Financial Advantage sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2019, closing a stake of 1,075 shares — an estimated $40K sold.

Financial Advantage first reported a position in PFF in Q3 2019 and held it in 1 quarter. The position peaked at $40K in Q3 2019. 836 funds tracked by Wall St. Rank hold PFF as of Q4 2019.

  • Financial Advantage reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2019 after selling out during the quarter.
  • Financial Advantage sold 1,075 iShares Preferred and Income Securities ETF shares in Q4 2019, an estimated $40K.
  • Financial Advantage first reported a position in iShares Preferred and Income Securities ETF in Q3 2019 and held it in 1 quarter.
  • Financial Advantage's iShares Preferred and Income Securities ETF position peaked at $40K in Q3 2019.
  • 836 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2019.

Based on Financial Advantage's 13F filing for Q4 2019, filed 31 Jan 2020.