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Koesten Hirschmann & Crabtree’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Koesten Hirschmann & Crabtree’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
2023
Q4 		– Sell
-700
Closed -$21.1K – 196
2023
Q3 		$21.1K Buy
+700
New +$21.4K 0.02% 88

Other funds holding PFF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Koesten Hirschmann & Crabtree's PFF Position: Q4 2023 in Review

Koesten Hirschmann & Crabtree sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2023, closing a stake of 700 shares — an estimated $21.1K sold.

Koesten Hirschmann & Crabtree first reported a position in PFF in Q3 2023 and held it in 1 quarter. The position peaked at $21.1K in Q3 2023. 1,031 funds tracked by Wall St. Rank hold PFF as of Q4 2023.

  • Koesten Hirschmann & Crabtree reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2023 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 700 iShares Preferred and Income Securities ETF shares in Q4 2023, an estimated $21.1K.
  • Koesten Hirschmann & Crabtree first reported a position in iShares Preferred and Income Securities ETF in Q3 2023 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's iShares Preferred and Income Securities ETF position peaked at $21.1K in Q3 2023.
  • 1,031 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2023, filed 14 Feb 2024.