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Legacy Private Trust’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Legacy Private Trust’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
2013
Q4 		– Sell
-83,560
Closed -$3.17M – 214
2013
Q3 		$3.17M Sell
83,560
-214,713
-72% -$8.21M 0.67% 39
2013
Q2 		$11.7M Buy
+298,273
New +$12M 2.76% 9

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Legacy Private Trust's PFF Position: Q4 2013 in Review

Legacy Private Trust sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2013, closing a stake of 83,560 shares — an estimated $3.17M sold.

Legacy Private Trust first reported a position in PFF in Q2 2013 and held it in 2 quarters. The position peaked at $11.7M in Q2 2013. 362 funds tracked by Wall St. Rank hold PFF as of Q4 2013.

  • Legacy Private Trust reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2013 after selling out during the quarter.
  • Legacy Private Trust sold 83,560 iShares Preferred and Income Securities ETF shares in Q4 2013, an estimated $3.17M.
  • Legacy Private Trust first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and held it in 2 quarters.
  • Legacy Private Trust's iShares Preferred and Income Securities ETF position peaked at $11.7M in Q2 2013.
  • 362 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2013.

Based on Legacy Private Trust's 13F filing for Q4 2013, filed 13 Jan 2014.