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JBJ Investment Partners’s Global X US Preferred ETF PFFD Stock Holding History

JBJ Investment Partners’s Portfolio PFFD Stock Details PFFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-814,207
Closed -$19.1M – 52
2020
Q2 		$19.1M Buy
814,207
+39,359
+5% +$916K 5.48% 6
2020
Q1 		$17M Buy
+774,848
New +$18.7M 6.08% 6

Other funds holding PFFD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

JBJ Investment Partners's PFFD Position: Q3 2020 in Review

JBJ Investment Partners sold out of Global X US Preferred ETF (PFFD) in Q3 2020, closing a stake of 814,207 shares — an estimated $19.1M sold.

JBJ Investment Partners first reported a position in PFFD in Q1 2020 and held it in 2 quarters. The position peaked at $19.1M in Q2 2020. 98 funds tracked by Wall St. Rank hold PFFD as of Q3 2020.

  • JBJ Investment Partners reported no remaining Global X US Preferred ETF position as of Q3 2020 after selling out during the quarter.
  • JBJ Investment Partners sold 814,207 Global X US Preferred ETF shares in Q3 2020, an estimated $19.1M.
  • JBJ Investment Partners first reported a position in Global X US Preferred ETF in Q1 2020 and held it in 2 quarters.
  • JBJ Investment Partners's Global X US Preferred ETF position peaked at $19.1M in Q2 2020.
  • 98 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q3 2020.

Based on JBJ Investment Partners's 13F filing for Q3 2020, filed 23 Oct 2020.