KFP
PFXF icon

KMG Fiduciary Partners’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History

KMG Fiduciary Partners’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
2020
Q1 		– Sell
-17,425
Closed -$352K – 145
2019
Q4 		$352K Buy
+17,425
New +$350K 0.11% 101

Other funds holding PFXF

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
PT
Plimoth Trust Plymouth, Massachusetts $447M AUM 24.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

KMG Fiduciary Partners's PFXF Position: Q1 2020 in Review

KMG Fiduciary Partners sold out of VanEck Preferred Securities ex Financials ETF (PFXF) in Q1 2020, closing a stake of 17,425 shares — an estimated $352K sold.

KMG Fiduciary Partners first reported a position in PFXF in Q4 2019 and held it in 1 quarter. The position peaked at $352K in Q4 2019. 98 funds tracked by Wall St. Rank hold PFXF as of Q1 2020.

  • KMG Fiduciary Partners reported no remaining VanEck Preferred Securities ex Financials ETF position as of Q1 2020 after selling out during the quarter.
  • KMG Fiduciary Partners sold 17,425 VanEck Preferred Securities ex Financials ETF shares in Q1 2020, an estimated $352K.
  • KMG Fiduciary Partners first reported a position in VanEck Preferred Securities ex Financials ETF in Q4 2019 and held it in 1 quarter.
  • KMG Fiduciary Partners's VanEck Preferred Securities ex Financials ETF position peaked at $352K in Q4 2019.
  • 98 funds tracked by Wall St. Rank held VanEck Preferred Securities ex Financials ETF as of Q1 2020.

Based on KMG Fiduciary Partners's 13F filing for Q1 2020, filed 29 Apr 2020.