KCS Wealth Advisory’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

KCS Wealth Advisory’s Portfolio PFXF Stock Details PFXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-210	Closed	-$4.26K	–	335
2019 Q3	$4.26K	Buy	+210	New	+$4.2K	﹤0.01%	395

Other funds holding PFXF

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

Plimoth Trust Plymouth, Massachusetts $447M AUM 24.12% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KCS Wealth Advisory's PFXF Position: Q4 2019 in Review

KCS Wealth Advisory sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q4 2019, closing a stake of 210 shares — an estimated $4.26K sold.

KCS Wealth Advisory first reported a position in PFXF in Q3 2019 and held it in 1 quarter. The position peaked at $4.26K in Q3 2019. 101 funds tracked by Wall St. Rank hold PFXF as of Q4 2019.

KCS Wealth Advisory reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 210 VanEck Preferred Securities ex Financials ETF shares in Q4 2019, an estimated $4.26K.
KCS Wealth Advisory first reported a position in VanEck Preferred Securities ex Financials ETF in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's VanEck Preferred Securities ex Financials ETF position peaked at $4.26K in Q3 2019.
101 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.