Harvest Investment Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Harvest Investment Services’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 Q4	–	Sell	-8,235	Closed	-$319K	–	300
2021 Q3	$319K	Buy	8,235 +91	+1%	+$3.57K	0.13%	208
2021 Q2	$320K	Buy	8,144 +93	+1%	+$3.6K	0.13%	200
2021 Q1	$309K	Buy	8,051 +49	+0.6%	+$1.86K	0.14%	182
2020 Q4	$308K	Sell	8,002 -2,182	-21%	-$81.5K	0.16%	147
2020 Q3	$371K	Sell	10,184 -135	-1%	-$4.86K	0.21%	117
2020 Q2	$357K	Buy	10,319 +2,721	+36%	+$92.7K	0.21%	121
2020 Q1	$241K	Buy	7,598 +65	+0.9%	+$2.33K	0.32%	79
2019 Q4	$283K	Sell	7,533 -7,210	-49%	-$269K	0.15%	117
2019 Q3	$550K	Sell	14,743 -144	-1%	-$5.36K	0.28%	68
2019 Q2	$548K	Buy	14,887 +6,725	+82%	+$246K	0.31%	72
2019 Q1	$298K	Buy	+8,162	New	+$293K	0.17%	106

Other funds holding PFF

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harvest Investment Services's PFF Position: Q4 2021 in Review

Harvest Investment Services sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2021, closing a stake of 8,235 shares — an estimated $319K sold.

Harvest Investment Services first reported a position in PFF in Q1 2019 and held it in 11 quarters. The position peaked at $550K in Q3 2019. 1,102 funds tracked by Wall St. Rank hold PFF as of Q4 2021.

Harvest Investment Services reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2021 after selling out during the quarter.
Harvest Investment Services sold 8,235 iShares Preferred and Income Securities ETF shares in Q4 2021, an estimated $319K.
Harvest Investment Services first reported a position in iShares Preferred and Income Securities ETF in Q1 2019 and held it in 11 quarters.
Harvest Investment Services's iShares Preferred and Income Securities ETF position peaked at $550K in Q3 2019.
1,102 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2021.

Based on Harvest Investment Services's 13F filing for Q4 2021, filed 31 Jan 2022.