IMA Advisory Services’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

IMA Advisory Services’s Portfolio PFXF Stock Details PFXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-2,404	Closed	-$47K	–	425
2018 Q2	$47K	Buy	+2,404	New	+$46.1K	0.02%	167

Other funds holding PFXF

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Plimoth Trust Plymouth, Massachusetts $447M AUM 24.12% 1-Year Est. Return

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

Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

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

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

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

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

IMA Advisory Services's PFXF Position: Q3 2018 in Review

IMA Advisory Services sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q3 2018, closing a stake of 2,404 shares — an estimated $47K sold.

IMA Advisory Services first reported a position in PFXF in Q2 2018 and held it in 1 quarter. The position peaked at $47K in Q2 2018. 73 funds tracked by Wall St. Rank hold PFXF as of Q3 2018.

IMA Advisory Services reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q3 2018 after selling out during the quarter.
IMA Advisory Services sold 2,404 VanEck Preferred Securities ex Financials ETF shares in Q3 2018, an estimated $47K.
IMA Advisory Services first reported a position in VanEck Preferred Securities ex Financials ETF in Q2 2018 and held it in 1 quarter.
IMA Advisory Services's VanEck Preferred Securities ex Financials ETF position peaked at $47K in Q2 2018.
73 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q3 2018.

Based on IMA Advisory Services's 13F filing for Q3 2018, filed 18 Oct 2018.