Gradient Capital Advisors’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
2019
Q3
Sell
-5,850
Closed -$216K 89
2019
Q2
$216K Buy
+5,850
New +$214K 0.17% 87

Other funds holding PFF

Gradient Capital Advisors's PFF Position: Q3 2019 in Review

Gradient Capital Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2019, closing a stake of 5,850 shares — an estimated $216K sold.

Gradient Capital Advisors first reported a position in PFF in Q2 2019 and held it in 1 quarter. The position peaked at $216K in Q2 2019. 743 funds tracked by Wall St. Rank hold PFF as of Q3 2019.

  • Gradient Capital Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2019 after selling out during the quarter.
  • Gradient Capital Advisors sold 5,850 iShares Preferred and Income Securities ETF shares in Q3 2019, an estimated $216K.
  • Gradient Capital Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2019 and held it in 1 quarter.
  • Gradient Capital Advisors's iShares Preferred and Income Securities ETF position peaked at $216K in Q2 2019.
  • 743 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2019.

Based on Gradient Capital Advisors's 13F filing for Q3 2019, filed 22 Oct 2019.