Lyons Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Lyons Wealth Management’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
2018 Q3	–	Sell	-5,621	Closed	-$212K	–	50
2018 Q2	$212K	Sell	5,621 -14,813	-72%	-$552K	0.3%	37
2018 Q1	$773K	Sell	20,434 -4,719	-19%	-$177K	1.17%	27
2017 Q4	$1.25M	Sell	25,153 -880	-3%	-$33.8K	2.04%	5
2017 Q3	$1.21M	Buy	26,033 +5,781	+29%	+$225K	1.82%	5
2017 Q2	$795K	Buy	20,252 +6,579	+48%	+$256K	1.12%	29
2017 Q1	$531K	Buy	+13,673	New	+$523K	0.56%	33
2016 Q4	–	Sell	-5,217	Closed	-$205K	–	58
2016 Q3	$205K	Hold	5,217	–	–	0.28%	44
2016 Q2	$209K	Buy	+5,217	New	+$204K	0.32%	40
2013 Q3	–	Sell	-6,663	Closed	-$262K	–	99
2013 Q2	$262K	Buy	+6,663	New	+$268K	0.27%	48

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lyons Wealth Management's PFF Position: Q3 2018 in Review

Lyons Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2018, closing a stake of 5,621 shares — an estimated $212K sold.

Lyons Wealth Management first reported a position in PFF in Q2 2013 and held it in 9 quarters. The position peaked at $1.25M in Q4 2017. 692 funds tracked by Wall St. Rank hold PFF as of Q3 2018.

Lyons Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2018 after selling out during the quarter.
Lyons Wealth Management sold 5,621 iShares Preferred and Income Securities ETF shares in Q3 2018, an estimated $212K.
Lyons Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and held it in 9 quarters.
Lyons Wealth Management's iShares Preferred and Income Securities ETF position peaked at $1.25M in Q4 2017.
692 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2018.

Based on Lyons Wealth Management's 13F filing for Q3 2018, filed 9 Nov 2018.