Independent Portfolio Consultants’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$294K	Sell	7,504 -951	-11%	-$37K	0.12%	242
2017 Q1	$327K	Sell	8,455 -16,987	-67%	-$649K	0.11%	264
2016 Q4	$947K	Buy	25,442 +2,865	+13%	+$109K	0.31%	99
2016 Q3	$892K	Buy	22,577 +1,768	+8%	+$70.5K	0.28%	110
2016 Q2	$830K	Sell	20,809 -12,185	-37%	-$478K	0.26%	117
2016 Q1	$1.29M	Sell	32,994 -9,005	-21%	-$344K	0.36%	82
2015 Q4	$1.63M	Sell	41,999 -66,225	-61%	-$2.58M	0.48%	55
2015 Q3	$4.18M	Buy	108,224 +18,787	+21%	+$735K	0.91%	10
2015 Q2	$3.5M	Buy	89,437 +10,715	+14%	+$425K	0.7%	20
2015 Q1	$3.16M	Buy	78,722 +2,787	+4%	+$111K	0.65%	29
2014 Q4	$3M	Buy	75,935 +39,735	+110%	+$1.57M	0.6%	34
2014 Q3	$1.43M	Buy	36,200 +2,470	+7%	+$97.9K	0.39%	57
2014 Q2	$1.35M	Buy	33,730 +1,565	+5%	+$61.7K	0.38%	52
2014 Q1	$1.25M	Buy	+32,165	New	+$1.23M	0.4%	55

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Portfolio Consultants's PFF Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its iShares Preferred and Income Securities ETF (PFF) stake by 11% in Q2 2017, selling an estimated $37K and leaving 7,504 shares worth $294K. The position accounts for 0.12% of the portfolio, ranked #242.

Independent Portfolio Consultants first reported a position in PFF in Q1 2014 and has held it in 14 quarters since. The position peaked at $4.18M in Q3 2015. 633 funds tracked by Wall St. Rank hold PFF as of Q2 2017.

Independent Portfolio Consultants held 7,504 shares of iShares Preferred and Income Securities ETF worth $294K as of Q2 2017.
Independent Portfolio Consultants sold 951 iShares Preferred and Income Securities ETF shares in Q2 2017, an estimated $37K.
iShares Preferred and Income Securities ETF made up 0.12% of Independent Portfolio Consultants's portfolio in Q2 2017, its #242 holding.
Independent Portfolio Consultants first reported a position in iShares Preferred and Income Securities ETF in Q1 2014 and has held it in 14 quarters since.
Independent Portfolio Consultants's iShares Preferred and Income Securities ETF position peaked at $4.18M in Q3 2015.
633 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.