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Litman Gregory Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Litman Gregory Wealth Management’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
2019
Q3 		– Sell
-64
Closed -$2K – 234
2019
Q2 		$2K Buy
+64
New +$2.35K ﹤0.01% 222

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Litman Gregory Wealth Management's PFF Position: Q3 2019 in Review

Litman Gregory Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2019, closing a stake of 64 shares — an estimated $2K sold.

Litman Gregory Wealth Management first reported a position in PFF in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 743 funds tracked by Wall St. Rank hold PFF as of Q3 2019.

  • Litman Gregory Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2019 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 64 iShares Preferred and Income Securities ETF shares in Q3 2019, an estimated $2K.
  • Litman Gregory Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2019 and held it in 1 quarter.
  • Litman Gregory Wealth Management's iShares Preferred and Income Securities ETF position peaked at $2K in Q2 2019.
  • 743 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.