McNamara Financial Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

McNamara Financial Services’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	-38,250	Closed	-$1.49M	–	74
2015 Q4	$1.49M	Buy	38,250 +4,150	+12%	+$162K	1.46%	38
2015 Q3	$1.32M	Buy	34,100 +1,000	+3%	+$39.1K	1.39%	39
2015 Q2	$1.3M	Sell	33,100 -2,000	-6%	-$79.3K	1.23%	41
2015 Q1	$1.41M	Sell	35,100 -3,500	-9%	-$139K	1.29%	41
2014 Q4	$1.52M	Buy	+38,600	New	+$1.53M	1.39%	41

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

McNamara Financial Services's PFF Position: Q1 2016 in Review

McNamara Financial Services sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2016, closing a stake of 38,250 shares — an estimated $1.49M sold.

McNamara Financial Services first reported a position in PFF in Q4 2014 and held it in 5 quarters. The position peaked at $1.52M in Q4 2014. 532 funds tracked by Wall St. Rank hold PFF as of Q1 2016.

McNamara Financial Services reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2016 after selling out during the quarter.
McNamara Financial Services sold 38,250 iShares Preferred and Income Securities ETF shares in Q1 2016, an estimated $1.49M.
McNamara Financial Services first reported a position in iShares Preferred and Income Securities ETF in Q4 2014 and held it in 5 quarters.
McNamara Financial Services's iShares Preferred and Income Securities ETF position peaked at $1.52M in Q4 2014.
532 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2016.

Based on McNamara Financial Services's 13F filing for Q1 2016, filed 13 Apr 2016.