Hall Capital Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Hall Capital 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
2023 Q4	–	Sell	-13,670	Closed	-$412K	–	95
2023 Q3	$412K	Sell	13,670 -12,500	-48%	-$382K	0.26%	64
2023 Q2	$809K	Hold	26,170	–	–	0.46%	49
2023 Q1	$817K	Hold	26,170	–	–	0.48%	48
2022 Q4	$799K	Sell	26,170 -975	-4%	-$30.3K	0.48%	48
2022 Q3	$860K	Sell	27,145 -210	-0.8%	-$7.04K	0.57%	46
2022 Q2	$899K	Buy	27,355 +20	+0.1%	+$677	0.59%	42
2022 Q1	$996K	Hold	27,335	–	–	0.58%	45
2021 Q4	$1.08M	Buy	27,335 +1,075	+4%	+$41.8K	0.61%	44
2021 Q3	$1.02M	Buy	26,260 +2,300	+10%	+$90.2K	0.65%	42
2021 Q2	$942K	Buy	+23,960	New	+$928K	0.61%	45

Other funds holding PFF

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Hall Capital Management's PFF Position: Q4 2023 in Review

Hall Capital Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2023, closing a stake of 13,670 shares — an estimated $412K sold.

Hall Capital Management first reported a position in PFF in Q2 2021 and held it in 10 quarters. The position peaked at $1.08M in Q4 2021. 1,031 funds tracked by Wall St. Rank hold PFF as of Q4 2023.

Hall Capital Management reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2023 after selling out during the quarter.
Hall Capital Management sold 13,670 iShares Preferred and Income Securities ETF shares in Q4 2023, an estimated $412K.
Hall Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2021 and held it in 10 quarters.
Hall Capital Management's iShares Preferred and Income Securities ETF position peaked at $1.08M in Q4 2021.
1,031 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2023.

Based on Hall Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.