Integrated Wealth Management (Palm Desert)’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
Other funds holding PFF
AB
Integrated Wealth Management (Palm Desert)'s PFF Position: Q1 2017 in Review
Integrated Wealth Management (Palm Desert) increased its iShares Preferred and Income Securities ETF (PFF) stake by 7.1% in Q1 2017, buying an estimated $263K and bringing the position to 103,657 shares worth $4.01M. The position accounts for 1.34% of the portfolio, ranked #16.
Integrated Wealth Management (Palm Desert) first reported a position in PFF in Q1 2015 and has held it in 9 quarters since. 634 funds tracked by Wall St. Rank hold PFF as of Q1 2017.
- Integrated Wealth Management (Palm Desert) held 103,657 shares of iShares Preferred and Income Securities ETF worth $4.01M as of Q1 2017.
- Integrated Wealth Management (Palm Desert) bought 6,866 iShares Preferred and Income Securities ETF shares in Q1 2017, an estimated $263K.
- iShares Preferred and Income Securities ETF made up 1.34% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #16 holding.
- Integrated Wealth Management (Palm Desert) first reported a position in iShares Preferred and Income Securities ETF in Q1 2015 and has held it in 9 quarters since.
- 634 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2017.
Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.