Guidant Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Guidant Wealth Advisors’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
2019 Q3	$704K	Sell	18,751 -70,195	-79%	-$2.61M	0.26%	58
2019 Q2	$3.28M	Sell	88,946 -872	-1%	-$32K	1.27%	26
2019 Q1	$3.28M	Buy	89,818 +2,093	+2%	+$75.2K	1.28%	26
2018 Q4	$3M	Sell	87,725 -45,017	-34%	-$1.59M	1.4%	23
2018 Q3	$7.65M	Buy	132,742 +991	+0.8%	+$37.2K	3.2%	13
2018 Q2	$7.63M	Buy	131,751 +1,837	+1%	+$68.4K	3.32%	14
2018 Q1	$7.39M	Buy	129,914 +3,486	+3%	+$131K	3.35%	14
2017 Q4	$7.66M	Buy	126,428 +34,006	+37%	+$1.31M	3.43%	13
2017 Q3	$3.54M	Buy	92,422 +4,745	+5%	+$185K	2.51%	13
2017 Q2	$3.42M	Buy	87,677 +1,764	+2%	+$68.7K	1.77%	21
2017 Q1	$3.32M	Buy	85,913 +5,178	+6%	+$198K	1.74%	21
2016 Q4	$3.08M	Sell	80,735 -6,759	-8%	-$257K	1.75%	21
2016 Q3	$3.43M	Buy	+87,494	New	+$3.49M	2.11%	16

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Guidant Wealth Advisors's PFF Position: Q3 2019 in Review

Guidant Wealth Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 79% in Q3 2019, selling an estimated $2.61M and leaving 18,751 shares worth $704K. The position accounts for 0.26% of the portfolio, ranked #58.

Guidant Wealth Advisors first reported a position in PFF in Q3 2016 and has held it in 13 quarters since. The position peaked at $7.66M in Q4 2017. 743 funds tracked by Wall St. Rank hold PFF as of Q3 2019.

Guidant Wealth Advisors held 18,751 shares of iShares Preferred and Income Securities ETF worth $704K as of Q3 2019.
Guidant Wealth Advisors sold 70,195 iShares Preferred and Income Securities ETF shares in Q3 2019, an estimated $2.61M.
iShares Preferred and Income Securities ETF made up 0.26% of Guidant Wealth Advisors's portfolio in Q3 2019, its #58 holding.
Guidant Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $7.66M in Q4 2017.
743 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.