Financial Management Professionals
PFXF icon

Financial Management Professionals’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

Financial Management Professionals’s Portfolio PFXF Stock Details PFXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-165
Closed -$3K – 394
2016
Q2 		$3K Buy
+165
New +$3.36K ﹤0.01% 356

Other funds holding PFXF

Aviance Capital Management
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Apriem Advisors
Apriem Advisors Irvine, California $1.16B AUM 27.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
1ST Source Bank
1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Financial Management Professionals's PFXF Position: Q3 2016 in Review

Financial Management Professionals sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q3 2016, closing a stake of 165 shares — an estimated $3K sold.

Financial Management Professionals first reported a position in PFXF in Q2 2016 and held it in 1 quarter. The position peaked at $3K in Q2 2016. 50 funds tracked by Wall St. Rank hold PFXF as of Q3 2016.

  • Financial Management Professionals reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q3 2016 after selling out during the quarter.
  • Financial Management Professionals sold 165 VanEck Preferred Securities ex Financials ETF shares in Q3 2016, an estimated $3K.
  • Financial Management Professionals first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2016 and held it in 1 quarter.
  • Financial Management Professionals's VanEck Preferred Securities ex Financials ETF position peaked at $3K in Q2 2016.
  • 50 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2016.

Based on Financial Management Professionals's 13F filing for Q3 2016, filed 7 Nov 2016.