LifePlan Financial Group’s iShares International Preferred Stock ETF IPFF Stock Holding History

LifePlan Financial Group’s Portfolio IPFF Stock Details IPFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-2,108	Closed	-$33K	–	573
2019 Q1	$33K	Hold	2,108	–	–	0.02%	289
2018 Q4	$32K	Hold	2,108	–	–	0.02%	283
2018 Q3	$37K	Hold	2,108	–	–	0.02%	274
2018 Q2	$37K	Hold	2,108	–	–	0.02%	270
2018 Q1	$38K	Buy	+2,108	New	+$39.3K	0.02%	263
2015 Q3	–	Sell	-84,159	Closed	-$1.66M	–	101
2015 Q2	$1.66M	Buy	+84,159	New	+$1.75M	1.11%	32

Other funds holding IPFF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPIC

LeJeune Puetz Investment Counsel Traverse City, Michigan $279M AUM 4.39% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

LifePlan Financial Group's IPFF Position: Q2 2019 in Review

LifePlan Financial Group sold out of iShares International Preferred Stock ETF (IPFF) in Q2 2019, closing a stake of 2,108 shares — an estimated $33K sold.

LifePlan Financial Group first reported a position in IPFF in Q2 2015 and held it in 6 quarters. The position peaked at $1.66M in Q2 2015. 32 funds tracked by Wall St. Rank hold IPFF as of Q2 2019.

LifePlan Financial Group reported no remaining iShares International Preferred Stock ETF position as of Q2 2019 after selling out during the quarter.
LifePlan Financial Group sold 2,108 iShares International Preferred Stock ETF shares in Q2 2019, an estimated $33K.
LifePlan Financial Group first reported a position in iShares International Preferred Stock ETF in Q2 2015 and held it in 6 quarters.
LifePlan Financial Group's iShares International Preferred Stock ETF position peaked at $1.66M in Q2 2015.
32 funds tracked by Wall St. Rank held iShares International Preferred Stock ETF as of Q2 2019.

Based on LifePlan Financial Group's 13F filing for Q2 2019, filed 15 Jul 2019.