Intercontinental Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Intercontinental Wealth 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
2020 Q1	–	Sell	-380	Closed	-$15K	–	264
2019 Q4	$15K	Sell	380 -480	-56%	-$17.9K	0.01%	247
2019 Q3	$32K	Hold	860	–	–	0.02%	243
2019 Q2	$32K	Hold	860	–	–	0.02%	242
2019 Q1	$31K	Sell	860 -750	-47%	-$26.9K	0.02%	264
2018 Q4	$55K	Buy	+1,610	New	+$57K	0.03%	215
2017 Q4	–	Sell	-5,523	Closed	-$214K	–	163
2017 Q3	$214K	Hold	5,523	–	–	0.13%	123
2017 Q2	$216K	Hold	5,523	–	–	0.14%	108
2017 Q1	$214K	Buy	+5,523	New	+$211K	0.13%	129

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Intercontinental Wealth Advisors's PFF Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2020, closing a stake of 380 shares — an estimated $15K sold.

Intercontinental Wealth Advisors first reported a position in PFF in Q1 2017 and held it in 8 quarters. The position peaked at $216K in Q2 2017. 789 funds tracked by Wall St. Rank hold PFF as of Q1 2020.

Intercontinental Wealth Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2020 after selling out during the quarter.
Intercontinental Wealth Advisors sold 380 iShares Preferred and Income Securities ETF shares in Q1 2020, an estimated $15K.
Intercontinental Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2017 and held it in 8 quarters.
Intercontinental Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $216K in Q2 2017.
789 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.