Live Your Vision’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Live Your Vision’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 Q1	$20K	Buy	+571	New	+$20.5K	0.01%	171
2018 Q3	–	Sell	-136	Closed	-$5K	–	311
2018 Q2	$5K	Buy	+136	New	+$5.07K	﹤0.01%	269
2017 Q4	–	Sell	-1,000	Closed	-$39K	–	275
2017 Q3	$39K	Hold	1,000	–	–	0.01%	117
2017 Q2	$39K	Buy	+1,000	New	+$38.9K	0.01%	111

Other funds holding PFF

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

Live Your Vision's PFF Position: Q1 2019 in Review

Live Your Vision opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q1 2019: 571 shares worth $20K. The stake represents 0.01% of the portfolio and ranks #171 among its holdings. This is a return to the name: Live Your Vision previously reported a position in PFF as recently as Q2 2018.

Live Your Vision first reported a position in PFF in Q2 2017 and has held it in 4 quarters since. The position peaked at $39K in Q3 2017. 712 funds tracked by Wall St. Rank hold PFF as of Q1 2019.

Live Your Vision held 571 shares of iShares Preferred and Income Securities ETF worth $20K as of Q1 2019.
iShares Preferred and Income Securities ETF was a new Live Your Vision position in Q1 2019.
iShares Preferred and Income Securities ETF made up 0.01% of Live Your Vision's portfolio in Q1 2019, its #171 holding.
Live Your Vision first reported a position in iShares Preferred and Income Securities ETF in Q2 2017 and has held it in 4 quarters since.
Live Your Vision's iShares Preferred and Income Securities ETF position peaked at $39K in Q3 2017.
712 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.