Gary Goldberg Planning Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
$49K Buy
+1,249
New +$49.4K 0.02% 219
2013
Q3
Sell
-3,550
Closed -$139K 370
2013
Q2
$139K Buy
+3,550
New +$143K 0.09% 97

Other funds holding PFF

Gary Goldberg Planning Services's PFF Position: Q4 2014 in Review

Gary Goldberg Planning Services opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q4 2014: 1,249 shares worth $49K. The stake represents 0.02% of the portfolio and ranks #219 among its holdings. This is a return to the name: Gary Goldberg Planning Services previously reported a position in PFF as recently as Q2 2013.

Gary Goldberg Planning Services first reported a position in PFF in Q2 2013 and has held it in 2 quarters since. The position peaked at $139K in Q2 2013. 465 funds tracked by Wall St. Rank hold PFF as of Q4 2014.

  • Gary Goldberg Planning Services held 1,249 shares of iShares Preferred and Income Securities ETF worth $49K as of Q4 2014.
  • iShares Preferred and Income Securities ETF was a new Gary Goldberg Planning Services position in Q4 2014.
  • iShares Preferred and Income Securities ETF made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #219 holding.
  • Gary Goldberg Planning Services first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and has held it in 2 quarters since.
  • Gary Goldberg Planning Services's iShares Preferred and Income Securities ETF position peaked at $139K in Q2 2013.
  • 465 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.