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Legacy Financial Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Legacy Financial Advisors’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
2018
Q3 		– Sell
-150
Closed -$6K – 938
2018
Q2 		$6K Hold
150
– – ﹤0.01% 664
2018
Q1 		$5K Hold
150
– – ﹤0.01% 644
2017
Q4 		$5K Buy
+150
New +$5.76K ﹤0.01% 636

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Financial Advisors's PFF Position: Q3 2018 in Review

Legacy Financial Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2018, closing a stake of 150 shares — an estimated $6K sold.

Legacy Financial Advisors first reported a position in PFF in Q4 2017 and held it in 3 quarters. The position peaked at $6K in Q2 2018. 692 funds tracked by Wall St. Rank hold PFF as of Q3 2018.

  • Legacy Financial Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 150 iShares Preferred and Income Securities ETF shares in Q3 2018, an estimated $6K.
  • Legacy Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and held it in 3 quarters.
  • Legacy Financial Advisors's iShares Preferred and Income Securities ETF position peaked at $6K in Q2 2018.
  • 692 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2018.

Based on Legacy Financial Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.