FIM
IPFF

Freedom Investment Management’s iShares International Preferred Stock ETF IPFF Stock Holding History

Freedom Investment Management’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
2019
Q1 		– Sell
-19,478
Closed -$294K – 813
2018
Q4 		$294K Sell
19,478
-9,812
-33% -$160K 0.02% 587
2018
Q3 		$510K Buy
29,290
+2,231
+8% +$39.2K 0.03% 506
2018
Q2 		$471K Sell
27,059
-9,366
-26% -$168K 0.03% 583
2018
Q1 		$659K Buy
36,425
+478
+1% +$8.9K 0.03% 513
2017
Q4 		$670K Sell
35,947
-27,230
-43% -$505K 0.03% 510
2017
Q3 		$1.17M Buy
63,177
+26,986
+75% +$495K 0.06% 283
2017
Q2 		$648K Sell
36,191
-25,435
-41% -$436K 0.04% 459
2017
Q1 		$1.07M Buy
61,626
+17,661
+40% +$297K 0.06% 277
2016
Q4 		$692K Sell
43,965
-5,807
-12% -$91K 0.04% 375
2016
Q3 		$806K Sell
49,772
-2,319
-4% -$37.5K 0.05% 305
2016
Q2 		$808K Sell
52,091
-9,427
-15% -$155K 0.06% 275
2016
Q1 		$990K Sell
61,518
-21,443
-26% -$315K 0.07% 213
2015
Q4 		$1.33M Buy
82,961
+71,690
+636% +$1.18M 0.1% 156
2015
Q3 		$290K Sell
11,271
-115,563
-91% -$2.06M 0.03% 490
2015
Q2 		$2.5M Sell
126,834
-30,431
-19% -$632K 0.26% 53
2015
Q1 		$3.16M Sell
157,265
-45,166
-22% -$939K 0.35% 39
2014
Q4 		$4.56M Buy
202,431
+19,963
+11% +$464K 0.59% 20
2014
Q3 		$4.35M Buy
182,468
+115,780
+174% +$2.85M 0.77% 15
2014
Q2 		$1.68M Buy
66,688
+20,325
+44% +$500K 0.28% 50
2014
Q1 		$1.1M Buy
46,363
+26,819
+137% +$632K 0.24% 62
2013
Q4 		$468K Buy
19,544
+7,899
+68% +$193K 0.12% 172
2013
Q3 		$286K Buy
+11,645
New +$282K 0.08% 232

Other funds holding IPFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPIC
LeJeune Puetz Investment Counsel Traverse City, Michigan $279M AUM 4.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Freedom Investment Management's IPFF Position: Q1 2019 in Review

Freedom Investment Management sold out of iShares International Preferred Stock ETF (IPFF) in Q1 2019, closing a stake of 19,478 shares — an estimated $294K sold.

Freedom Investment Management first reported a position in IPFF in Q3 2013 and held it in 22 quarters. The position peaked at $4.56M in Q4 2014. 31 funds tracked by Wall St. Rank hold IPFF as of Q1 2019.

  • Freedom Investment Management reported no remaining iShares International Preferred Stock ETF position as of Q1 2019 after selling out during the quarter.
  • Freedom Investment Management sold 19,478 iShares International Preferred Stock ETF shares in Q1 2019, an estimated $294K.
  • Freedom Investment Management first reported a position in iShares International Preferred Stock ETF in Q3 2013 and held it in 22 quarters.
  • Freedom Investment Management's iShares International Preferred Stock ETF position peaked at $4.56M in Q4 2014.
  • 31 funds tracked by Wall St. Rank held iShares International Preferred Stock ETF as of Q1 2019.

Based on Freedom Investment Management's 13F filing for Q1 2019, filed 18 Apr 2019.