Lowe Brockenbrough & Co’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Lowe Brockenbrough & Co’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
2021 Q1	–	Sell	-6,722	Closed	-$259K	–	221
2020 Q4	$259K	Hold	6,722	–	–	0.03%	194
2020 Q3	$245K	Hold	6,722	–	–	0.03%	191
2020 Q2	$233K	Sell	6,722 -273	-4%	-$9.3K	0.03%	190
2020 Q1	$223K	Buy	6,995 +755	+12%	+$27.1K	0.04%	189
2019 Q4	$235K	Buy	6,240 +700	+13%	+$26.1K	0.03%	201
2019 Q3	$208K	Buy	+5,540	New	+$206K	0.03%	207

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

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

Lowe Brockenbrough & Co's PFF Position: Q1 2021 in Review

Lowe Brockenbrough & Co sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2021, closing a stake of 6,722 shares — an estimated $259K sold.

Lowe Brockenbrough & Co first reported a position in PFF in Q3 2019 and held it in 6 quarters. The position peaked at $259K in Q4 2020. 953 funds tracked by Wall St. Rank hold PFF as of Q1 2021.

Lowe Brockenbrough & Co reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2021 after selling out during the quarter.
Lowe Brockenbrough & Co sold 6,722 iShares Preferred and Income Securities ETF shares in Q1 2021, an estimated $259K.
Lowe Brockenbrough & Co first reported a position in iShares Preferred and Income Securities ETF in Q3 2019 and held it in 6 quarters.
Lowe Brockenbrough & Co's iShares Preferred and Income Securities ETF position peaked at $259K in Q4 2020.
953 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2021.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2021, filed 14 May 2021.