FLC Capital Advisors’s iShares International Preferred Stock ETF IPFF Stock Holding History

FLC Capital Advisors’s Portfolio IPFF Stock Details IPFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-10,510	Closed	-$162K	–	147
2019 Q4	$162K	Hold	10,510	–	–	0.06%	120
2019 Q3	$158K	Hold	10,510	–	–	0.07%	122
2019 Q2	$163K	Hold	10,510	–	–	0.07%	125
2019 Q1	$163K	Buy	+10,510	New	+$164K	0.07%	112

Other funds holding IPFF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LPIC

LeJeune Puetz Investment Counsel Traverse City, Michigan $279M AUM 4.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

FLC Capital Advisors's IPFF Position: Q1 2020 in Review

FLC Capital Advisors sold out of iShares International Preferred Stock ETF (IPFF) in Q1 2020, closing a stake of 10,510 shares — an estimated $162K sold.

FLC Capital Advisors first reported a position in IPFF in Q1 2019 and held it in 4 quarters. The position peaked at $163K in Q2 2019. 26 funds tracked by Wall St. Rank hold IPFF as of Q1 2020.

FLC Capital Advisors reported no remaining iShares International Preferred Stock ETF position as of Q1 2020 after selling out during the quarter.
FLC Capital Advisors sold 10,510 iShares International Preferred Stock ETF shares in Q1 2020, an estimated $162K.
FLC Capital Advisors first reported a position in iShares International Preferred Stock ETF in Q1 2019 and held it in 4 quarters.
FLC Capital Advisors's iShares International Preferred Stock ETF position peaked at $163K in Q2 2019.
26 funds tracked by Wall St. Rank held iShares International Preferred Stock ETF as of Q1 2020.

Based on FLC Capital Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.