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Laffer Tengler Investments’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Laffer Tengler Investments’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
2014
Q4 		– Sell
-313
Closed -$12.4K – 231
2014
Q3 		$12.4K Buy
+313
New +$12.4K ﹤0.01% 204

Other funds holding PFF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Laffer Tengler Investments's PFF Position: Q4 2014 in Review

Laffer Tengler Investments sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2014, closing a stake of 313 shares — an estimated $12.4K sold.

Laffer Tengler Investments first reported a position in PFF in Q3 2014 and held it in 1 quarter. The position peaked at $12.4K in Q3 2014. 465 funds tracked by Wall St. Rank hold PFF as of Q4 2014.

  • Laffer Tengler Investments reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2014 after selling out during the quarter.
  • Laffer Tengler Investments sold 313 iShares Preferred and Income Securities ETF shares in Q4 2014, an estimated $12.4K.
  • Laffer Tengler Investments first reported a position in iShares Preferred and Income Securities ETF in Q3 2014 and held it in 1 quarter.
  • Laffer Tengler Investments's iShares Preferred and Income Securities ETF position peaked at $12.4K in Q3 2014.
  • 465 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2014.

Based on Laffer Tengler Investments's 13F filing for Q4 2014, filed 17 Feb 2015.