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Foresters Investment Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Foresters Investment Management’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
Q3 		$5.42M Hold
144,400
– – 0.11% 243
2019
Q2 		$5.32M Hold
144,400
– – 0.1% 265
2019
Q1 		$5.28M Buy
144,400
+12,000
+9% +$431K 0.09% 273
2018
Q4 		$4.53M Hold
132,400
– – 0.09% 275
2018
Q3 		$4.92M Hold
132,400
– – 0.08% 305
2018
Q2 		$4.99M Buy
132,400
+700
+0.5% +$26.1K 0.09% 276
2018
Q1 		$4.95M Buy
131,700
+200
+0.2% +$7.5K 0.08% 257
2017
Q4 		$5.01M Buy
131,500
+500
+0.4% +$19.2K 0.08% 256
2017
Q3 		$5.08M Hold
131,000
– – 0.08% 239
2017
Q2 		$5.13M Buy
131,000
+17,900
+16% +$697K 0.09% 238
2017
Q1 		$4.38M Hold
113,100
– – 0.08% 246
2016
Q4 		$4.22M Hold
113,100
– – 0.08% 242
2016
Q3 		$4.47M Hold
113,100
– – 0.08% 238
2016
Q2 		$4.51M Hold
113,100
– – 0.09% 229
2016
Q1 		$4.41M Hold
113,100
– – 0.09% 217
2015
Q4 		$4.39M Hold
113,100
– – 0.09% 217
2015
Q3 		$4.37M Hold
113,100
– – 0.09% 208
2015
Q2 		$4.43M Buy
113,100
+18,100
+19% +$718K 0.08% 228
2015
Q1 		$3.81M Buy
95,000
+25,000
+36% +$996K 0.07% 238
2014
Q4 		$2.76M Buy
70,000
+30,000
+75% +$1.19M 0.06% 255
2014
Q3 		$1.58M Hold
40,000
– – 0.03% 256
2014
Q2 		$1.6M Hold
40,000
– – 0.03% 260
2014
Q1 		$1.56M Buy
40,000
+10,000
+33% +$382K 0.03% 262
2013
Q4 		$1.1M Hold
30,000
– – 0.02% 259
2013
Q3 		$1.14M Hold
30,000
– – 0.03% 260
2013
Q2 		$1.18M Buy
+30,000
New +$1.21M 0.04% 211

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Foresters Investment Management's PFF Position: Q3 2019 in Review

Foresters Investment Management held its iShares Preferred and Income Securities ETF (PFF) position steady in Q3 2019 at 144,400 shares worth $5.42M. The position accounts for 0.11% of the portfolio, ranked #243.

Foresters Investment Management first reported a position in PFF in Q2 2013 and has held it in 26 quarters since. 743 funds tracked by Wall St. Rank hold PFF as of Q3 2019.

  • Foresters Investment Management held 144,400 shares of iShares Preferred and Income Securities ETF worth $5.42M as of Q3 2019.
  • Foresters Investment Management left its iShares Preferred and Income Securities ETF share count unchanged in Q3 2019.
  • iShares Preferred and Income Securities ETF made up 0.11% of Foresters Investment Management's portfolio in Q3 2019, its #243 holding.
  • Foresters Investment Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and has held it in 26 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.