First Allied Advisory Services’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

First Allied Advisory Services’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
2019 Q4	–	Sell	-2,413	Closed	-$48K	–	1473
2019 Q3	$48K	Buy	+2,413	New	+$48.2K	﹤0.01%	1361
2018 Q1	–	Sell	-2,662	Closed	-$53K	–	1375
2017 Q4	$53K	Buy	+2,662	New	+$52.9K	﹤0.01%	1294

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Plimoth Trust Plymouth, Massachusetts $447M AUM 24.12% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Allied Advisory Services's PFXF Position: Q4 2019 in Review

First Allied Advisory Services sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q4 2019, closing a stake of 2,413 shares — an estimated $48K sold.

First Allied Advisory Services first reported a position in PFXF in Q4 2017 and held it in 2 quarters. The position peaked at $53K in Q4 2017. 101 funds tracked by Wall St. Rank hold PFXF as of Q4 2019.

First Allied Advisory Services reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 2,413 VanEck Preferred Securities ex Financials ETF shares in Q4 2019, an estimated $48K.
First Allied Advisory Services first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2017 and held it in 2 quarters.
First Allied Advisory Services's VanEck Preferred Securities ex Financials ETF position peaked at $53K in Q4 2017.
101 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.