GP
PFF icon

Geneva Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Geneva Partners’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
2018
Q3 		– Sell
-9,140
Closed -$345K – 91
2018
Q2 		$345K Sell
9,140
-1,063
-10% -$39.6K 0.27% 73
2018
Q1 		$383K Sell
10,203
-46,509
-82% -$1.75M 0.31% 66
2017
Q4 		$2.16M Sell
56,712
-3,651
-6% -$140K 1.61% 23
2017
Q3 		$2.34M Buy
+60,363
New +$2.35M 1.85% 15
2016
Q2 		$2.12M Buy
+54,113
New +$2.12M 1.9% 19

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return