Long Wharf Investors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q2
$1.81M Buy
45,263
+3,900
+9% +$154K 1.42% 17
2014
Q1
$1.61M Buy
41,363
+26,260
+174% +$1M 1.38% 17
2013
Q4
$556K Hold
15,103
0.5% 62
2013
Q3
$574K Sell
15,103
-1,210
-7% -$46.2K 0.55% 53
2013
Q2
$641K Buy
+16,313
New +$656K 0.63% 46

Other funds holding PFF

Long Wharf Investors's PFF Position: Q2 2014 in Review

Long Wharf Investors increased its iShares Preferred and Income Securities ETF (PFF) stake by 9.4% in Q2 2014, buying an estimated $154K and bringing the position to 45,263 shares worth $1.81M. The position accounts for 1.42% of the portfolio, ranked #17.

Long Wharf Investors first reported a position in PFF in Q2 2013 and has held it in 5 quarters since. 403 funds tracked by Wall St. Rank hold PFF as of Q2 2014.

  • Long Wharf Investors held 45,263 shares of iShares Preferred and Income Securities ETF worth $1.81M as of Q2 2014.
  • Long Wharf Investors bought 3,900 iShares Preferred and Income Securities ETF shares in Q2 2014, an estimated $154K.
  • iShares Preferred and Income Securities ETF made up 1.42% of Long Wharf Investors's portfolio in Q2 2014, its #17 holding.
  • Long Wharf Investors first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and has held it in 5 quarters since.
  • 403 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2014.

Based on Long Wharf Investors's 13F filing for Q2 2014, filed 4 Aug 2014.