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

Horizon 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
2016
Q2 		– Sell
-6,448
Closed -$252K – 113
2016
Q1 		$252K Sell
6,448
-2,221
-26% -$84.9K 0.12% 97
2015
Q4 		$337K Buy
+8,669
New +$337K 0.14% 94

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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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Horizon Investment Services's PFF Position: Q2 2016 in Review

Horizon Investment Services sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2016, closing a stake of 6,448 shares — an estimated $252K sold.

Horizon Investment Services first reported a position in PFF in Q4 2015 and held it in 2 quarters. The position peaked at $337K in Q4 2015. 561 funds tracked by Wall St. Rank hold PFF as of Q2 2016.

  • Horizon Investment Services reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2016 after selling out during the quarter.
  • Horizon Investment Services sold 6,448 iShares Preferred and Income Securities ETF shares in Q2 2016, an estimated $252K.
  • Horizon Investment Services first reported a position in iShares Preferred and Income Securities ETF in Q4 2015 and held it in 2 quarters.
  • Horizon Investment Services's iShares Preferred and Income Securities ETF position peaked at $337K in Q4 2015.
  • 561 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2016.

Based on Horizon Investment Services's 13F filing for Q2 2016, filed 15 Aug 2016.