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LVZ Inc’s iShares Preferred and Income Securities ETF PFF Stock Holding History

LVZ Inc’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
2016
Q1 		– Sell
-6,151
Closed -$239K – 61
2015
Q4 		$239K Buy
+6,151
New +$239K 3.27% 18

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LVZ Inc's PFF Position: Q1 2016 in Review

LVZ Inc sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2016, closing a stake of 6,151 shares — an estimated $239K sold.

LVZ Inc first reported a position in PFF in Q4 2015 and held it in 1 quarter. The position peaked at $239K in Q4 2015. 532 funds tracked by Wall St. Rank hold PFF as of Q1 2016.

  • LVZ Inc reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2016 after selling out during the quarter.
  • LVZ Inc sold 6,151 iShares Preferred and Income Securities ETF shares in Q1 2016, an estimated $239K.
  • LVZ Inc first reported a position in iShares Preferred and Income Securities ETF in Q4 2015 and held it in 1 quarter.
  • LVZ Inc's iShares Preferred and Income Securities ETF position peaked at $239K in Q4 2015.
  • 532 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2016.

Based on LVZ Inc's 13F filing for Q1 2016, filed 13 May 2016.