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Hochman Cole Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Hochman Cole Investment 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
2021
Q3 		$436K Sell
11,239
-1,626
-13% -$63.8K 0.17% 85
2021
Q2 		$506K Sell
12,865
-1,014
-7% -$39.3K 0.2% 77
2021
Q1 		$533K Buy
13,879
+8
+0.1% +$303 0.22% 75
2020
Q4 		$534K Sell
13,871
-27
-0.2% -$1.01K 0.23% 69
2020
Q3 		$507K Sell
13,898
-1,326
-9% -$47.7K 0.25% 64
2020
Q2 		$527K Buy
15,224
+675
+5% +$23K 0.29% 64
2020
Q1 		$463K Sell
14,549
-33,829
-70% -$1.21M 0.32% 57
2019
Q4 		$1.82M Sell
48,378
-1,482
-3% -$55.3K 0.99% 26
2019
Q3 		$1.87M Buy
+49,860
New +$1.86M 1.17% 25
2017
Q3 		– Sell
-38,428
Closed -$1.5M – 99
2017
Q2 		$1.5M Sell
38,428
-198
-0.5% -$7.71K 1.04% 27
2017
Q1 		$1.5M Sell
38,626
-467
-1% -$17.9K 1.09% 27
2016
Q4 		$1.46M Buy
39,093
+445
+1% +$16.9K 1.05% 27
2016
Q3 		$1.53M Buy
38,648
+488
+1% +$19.5K 1.14% 27
2016
Q2 		$1.52M Buy
38,160
+6,261
+20% +$245K 1.25% 23
2016
Q1 		$1.25M Buy
31,899
+14
+0% +$535 1.06% 27
2015
Q4 		$1.24M Buy
+31,885
New +$1.24M 1.05% 26

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hochman Cole Investment Advisors's PFF Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 13% in Q3 2021, selling an estimated $63.8K and leaving 11,239 shares worth $436K. The position accounts for 0.17% of the portfolio, ranked #85.

Hochman Cole Investment Advisors first reported a position in PFF in Q4 2015 and has held it in 16 quarters since. The position peaked at $1.87M in Q3 2019. 973 funds tracked by Wall St. Rank hold PFF as of Q3 2021.

  • Hochman Cole Investment Advisors held 11,239 shares of iShares Preferred and Income Securities ETF worth $436K as of Q3 2021.
  • Hochman Cole Investment Advisors sold 1,626 iShares Preferred and Income Securities ETF shares in Q3 2021, an estimated $63.8K.
  • iShares Preferred and Income Securities ETF made up 0.17% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #85 holding.
  • Hochman Cole Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2015 and has held it in 16 quarters since.
  • Hochman Cole Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $1.87M in Q3 2019.
  • 973 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.