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

Girard Securities’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
2016
Q1 		– Sell
-6,122
Closed -$237K – 168
2015
Q4 		$237K Buy
+6,122
New +$238K 0.24% 119

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Girard Securities's PFF Position: Q1 2016 in Review

Girard Securities sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2016, closing a stake of 6,122 shares — an estimated $237K sold.

Girard Securities first reported a position in PFF in Q4 2015 and held it in 1 quarter. The position peaked at $237K in Q4 2015. 532 funds tracked by Wall St. Rank hold PFF as of Q1 2016.

  • Girard Securities reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2016 after selling out during the quarter.
  • Girard Securities sold 6,122 iShares Preferred and Income Securities ETF shares in Q1 2016, an estimated $237K.
  • Girard Securities first reported a position in iShares Preferred and Income Securities ETF in Q4 2015 and held it in 1 quarter.
  • Girard Securities's iShares Preferred and Income Securities ETF position peaked at $237K in Q4 2015.
  • 532 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2016.

Based on Girard Securities's 13F filing for Q1 2016, filed 12 May 2016.