Guild Investment Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Guild Investment Management’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
2021 Q1	–	Sell	-43,900	Closed	-$1.69M	–	82
2020 Q4	$1.69M	Buy	43,900 +190	+0.4%	+$7.1K	1.86%	23
2020 Q3	$1.59M	Sell	43,710 -8,020	-16%	-$289K	2.19%	16
2020 Q2	$1.79M	Sell	51,730 -42,400	-45%	-$1.44M	2.54%	14
2020 Q1	$3M	Sell	94,130 -60,920	-39%	-$2.18M	6.5%	4
2019 Q4	$5.83M	Buy	155,050 +148,150	+2,147%	+$5.53M	7.48%	1
2019 Q3	$259K	Buy	+6,900	New	+$257K	0.36%	39
2016 Q4	–	Sell	-172,290	Closed	-$6.8M	–	38
2016 Q3	$6.8M	Buy	+172,290	New	+$6.87M	6.79%	3
2015 Q1	–	Sell	-67,640	Closed	-$2.67M	–	35
2014 Q4	$2.67M	Buy	+67,640	New	+$2.67M	2.44%	14

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Guild Investment Management's PFF Position: Q1 2021 in Review

Guild Investment Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2021, closing a stake of 43,900 shares — an estimated $1.69M sold.

Guild Investment Management first reported a position in PFF in Q4 2014 and held it in 8 quarters. The position peaked at $6.8M in Q3 2016. 953 funds tracked by Wall St. Rank hold PFF as of Q1 2021.

Guild Investment Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2021 after selling out during the quarter.
Guild Investment Management sold 43,900 iShares Preferred and Income Securities ETF shares in Q1 2021, an estimated $1.69M.
Guild Investment Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2014 and held it in 8 quarters.
Guild Investment Management's iShares Preferred and Income Securities ETF position peaked at $6.8M in Q3 2016.
953 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2021.

Based on Guild Investment Management's 13F filing for Q1 2021, filed 19 Apr 2021.