Hefty Wealth Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$169K	Hold	4,507	–	–	0.11%	92
2017 Q4	$172K	Sell	4,507 -854	-16%	-$32.8K	0.11%	89
2017 Q3	$208K	Sell	5,361 -107	-2%	-$4.17K	0.14%	79
2017 Q2	$214K	Buy	5,468 +1,026	+23%	+$39.9K	0.15%	74
2017 Q1	$171K	Buy	4,442 +44	+1%	+$1.68K	0.12%	82
2016 Q4	$163K	Buy	4,398 +84	+2%	+$3.19K	0.14%	75
2016 Q3	$170K	Buy	4,314 +56	+1%	+$2.23K	0.13%	87
2016 Q2	$169K	Sell	4,258 -80	-2%	-$3.13K	0.14%	84
2016 Q1	$169K	Sell	4,338 -1,026	-19%	-$39.2K	0.16%	86
2015 Q4	$208K	Buy	+5,364	New	+$209K	0.2%	86

Other funds holding PFF

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Hefty Wealth Partners's PFF Position: Q1 2018 in Review

Hefty Wealth Partners held its iShares Preferred and Income Securities ETF (PFF) position steady in Q1 2018 at 4,507 shares worth $169K. The position accounts for 0.11% of the portfolio, ranked #92.

Hefty Wealth Partners first reported a position in PFF in Q4 2015 and has held it in 10 quarters since. The position peaked at $214K in Q2 2017. 704 funds tracked by Wall St. Rank hold PFF as of Q1 2018.

Hefty Wealth Partners held 4,507 shares of iShares Preferred and Income Securities ETF worth $169K as of Q1 2018.
Hefty Wealth Partners left its iShares Preferred and Income Securities ETF share count unchanged in Q1 2018.
iShares Preferred and Income Securities ETF made up 0.11% of Hefty Wealth Partners's portfolio in Q1 2018, its #92 holding.
Hefty Wealth Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's iShares Preferred and Income Securities ETF position peaked at $214K in Q2 2017.
704 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.