Kessler Investment Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Kessler Investment Group’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
2019 Q1	–	Sell	-380	Closed	-$13K	–	127
2018 Q4	$13K	Hold	380	–	–	0.02%	84
2018 Q3	$14K	Hold	380	–	–	0.01%	108
2018 Q2	$14K	Hold	380	–	–	0.02%	115
2018 Q1	$14K	Hold	380	–	–	0.02%	84
2017 Q4	$14K	Hold	380	–	–	0.02%	77
2017 Q3	$15K	Hold	380	–	–	0.02%	73
2017 Q2	$15K	Hold	380	–	–	0.02%	68
2017 Q1	$15K	Hold	380	–	–	0.02%	73
2016 Q4	$14K	Hold	380	–	–	0.02%	72
2016 Q3	$15K	Hold	380	–	–	0.02%	68
2016 Q2	$15K	Hold	380	–	–	0.02%	70
2016 Q1	$15K	Buy	+380	New	+$14.5K	0.02%	72
2013 Q4	–	Sell	-2,348	Closed	-$89K	–	179
2013 Q3	$89K	Buy	+2,348	New	+$89.7K	0.24%	58

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

Kessler Investment Group's PFF Position: Q1 2019 in Review

Kessler Investment Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2019, closing a stake of 380 shares — an estimated $13K sold.

Kessler Investment Group first reported a position in PFF in Q3 2013 and held it in 13 quarters. The position peaked at $89K in Q3 2013. 712 funds tracked by Wall St. Rank hold PFF as of Q1 2019.

Kessler Investment Group reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2019 after selling out during the quarter.
Kessler Investment Group sold 380 iShares Preferred and Income Securities ETF shares in Q1 2019, an estimated $13K.
Kessler Investment Group first reported a position in iShares Preferred and Income Securities ETF in Q3 2013 and held it in 13 quarters.
Kessler Investment Group's iShares Preferred and Income Securities ETF position peaked at $89K in Q3 2013.
712 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2019.

Based on Kessler Investment Group's 13F filing for Q1 2019, filed 16 Apr 2019.