LifePlan Financial Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

LifePlan Financial Group’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
2020 Q3	$199K	Sell	5,449 -67	-1%	-$2.41K	0.09%	131
2020 Q2	$191K	Hold	5,516	–	–	0.09%	128
2020 Q1	$176K	Hold	5,516	–	–	0.1%	123
2019 Q4	$207K	Sell	5,516 -102	-2%	-$3.81K	0.09%	130
2019 Q3	$211K	Hold	5,618	–	–	0.1%	126
2019 Q2	$207K	Sell	5,618 -2,330	-29%	-$85.4K	0.1%	126
2019 Q1	$290K	Sell	7,948 -601	-7%	-$21.6K	0.15%	105
2018 Q4	$293K	Sell	8,549 -600	-7%	-$21.3K	0.18%	94
2018 Q3	$340K	Sell	9,149 -100	-1%	-$3.75K	0.18%	91
2018 Q2	$349K	Sell	9,249 -626	-6%	-$23.3K	0.2%	82
2018 Q1	$371K	Sell	9,875 -1,114	-10%	-$41.8K	0.22%	75
2017 Q4	$426K	Hold	10,989	–	–	0.27%	71
2017 Q3	$426K	Buy	10,989 +1,053	+11%	+$41K	0.27%	71
2017 Q2	$389K	Buy	9,936 +254	+3%	+$9.88K	0.27%	72
2017 Q1	$375K	Sell	9,682 -940	-9%	-$35.9K	0.26%	72
2016 Q4	$395K	Buy	10,622 +1,449	+16%	+$55.1K	0.28%	79
2016 Q3	$362K	Sell	9,173 -2,219	-19%	-$88.5K	0.25%	73
2016 Q2	$454K	Sell	11,392 -487	-4%	-$19.1K	0.31%	56
2016 Q1	$464K	Sell	11,879 -1,402	-11%	-$53.6K	0.33%	52
2015 Q4	$516K	Hold	13,281	–	–	0.37%	49
2015 Q3	$513K	Buy	+13,281	New	+$519K	0.37%	47
2014 Q2	–	Sell	-4,679	Closed	-$183K	–	170
2014 Q1	$183K	Sell	4,679 -130,422	-97%	-$4.98M	0.15%	65
2013 Q4	$4.98M	Buy	135,101 +133,546	+8,588%	+$5.04M	3.39%	10
2013 Q3	$59K	Buy	+1,555	New	+$59.4K	0.05%	101

Other funds holding PFF

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

LifePlan Financial Group's PFF Position: Q3 2020 in Review

LifePlan Financial Group reduced its iShares Preferred and Income Securities ETF (PFF) stake by 1.2% in Q3 2020, selling an estimated $2.41K and leaving 5,449 shares worth $199K. The position accounts for 0.09% of the portfolio, ranked #131.

LifePlan Financial Group first reported a position in PFF in Q3 2013 and has held it in 24 quarters since. The position peaked at $4.98M in Q4 2013. 815 funds tracked by Wall St. Rank hold PFF as of Q3 2020.

LifePlan Financial Group held 5,449 shares of iShares Preferred and Income Securities ETF worth $199K as of Q3 2020.
LifePlan Financial Group sold 67 iShares Preferred and Income Securities ETF shares in Q3 2020, an estimated $2.41K.
iShares Preferred and Income Securities ETF made up 0.09% of LifePlan Financial Group's portfolio in Q3 2020, its #131 holding.
LifePlan Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q3 2013 and has held it in 24 quarters since.
LifePlan Financial Group's iShares Preferred and Income Securities ETF position peaked at $4.98M in Q4 2013.
815 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.