Julex Capital Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$186K Buy
4,949
+2,052
+71% +$76.4K 0.44% 15
2019
Q2
$106K Sell
2,897
-1,461
-34% -$53.5K 0.12% 17
2019
Q1
$159K Buy
+4,358
New +$157K 0.14% 14

Other funds holding PFF

Julex Capital Management's PFF Position: Q3 2019 in Review

Julex Capital Management increased its iShares Preferred and Income Securities ETF (PFF) stake by 71% in Q3 2019, buying an estimated $76.4K and bringing the position to 4,949 shares worth $186K. The position accounts for 0.44% of the portfolio, ranked #15.

Julex Capital Management first reported a position in PFF in Q1 2019 and has held it in 3 quarters since. 743 funds tracked by Wall St. Rank hold PFF as of Q3 2019.

  • Julex Capital Management held 4,949 shares of iShares Preferred and Income Securities ETF worth $186K as of Q3 2019.
  • Julex Capital Management bought 2,052 iShares Preferred and Income Securities ETF shares in Q3 2019, an estimated $76.4K.
  • iShares Preferred and Income Securities ETF made up 0.44% of Julex Capital Management's portfolio in Q3 2019, its #15 holding.
  • Julex Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2019 and has held it in 3 quarters since.
  • 743 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.