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

JOYN 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
2018
Q4 		– Sell
-138
Closed -$5K – 1846
2018
Q3 		$5K Buy
+138
New +$5.18K ﹤0.01% 1201

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

JOYN Advisors's PFF Position: Q4 2018 in Review

JOYN Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2018, closing a stake of 138 shares — an estimated $5K sold.

JOYN Advisors first reported a position in PFF in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 692 funds tracked by Wall St. Rank hold PFF as of Q4 2018.

  • JOYN Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2018 after selling out during the quarter.
  • JOYN Advisors sold 138 iShares Preferred and Income Securities ETF shares in Q4 2018, an estimated $5K.
  • JOYN Advisors first reported a position in iShares Preferred and Income Securities ETF in Q3 2018 and held it in 1 quarter.
  • JOYN Advisors's iShares Preferred and Income Securities ETF position peaked at $5K in Q3 2018.
  • 692 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2018.

Based on JOYN Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.