Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2024 Q2	–	Sell	-635	Closed	-$19.7K	–	571
2024 Q1	$19.7K	Buy	+635	New	+$20.2K	﹤0.01%	460
2018 Q3	–	Sell	-2,500	Closed	-$94K	–	669
2018 Q2	$94K	Hold	2,500	–	–	﹤0.01%	362
2018 Q1	$94K	Hold	2,500	–	–	﹤0.01%	373
2017 Q4	$95K	Buy	+2,500	New	+$96K	﹤0.01%	366
2016 Q4	–	Sell	-450	Closed	-$18K	–	608
2016 Q3	$18K	Buy	+450	New	+$18K	﹤0.01%	489
2016 Q1	–	Sell	-1,500	Closed	-$58K	–	638
2015 Q4	$58K	Buy	+1,500	New	+$58.4K	﹤0.01%	404

Other funds holding PFF

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PFF Position: Q2 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2024, closing a stake of 635 shares — an estimated $19.7K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PFF in Q4 2015 and held it in 6 quarters. The position peaked at $95K in Q4 2017. 1,006 funds tracked by Wall St. Rank hold PFF as of Q2 2024.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2024 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 635 iShares Preferred and Income Securities ETF shares in Q2 2024, an estimated $19.7K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2015 and held it in 6 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares Preferred and Income Securities ETF position peaked at $95K in Q4 2017.
1,006 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.