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

Merriman 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
2017
Q4 		– Sell
-19,648
Closed -$763K – 180
2017
Q3 		$763K Hold
19,648
– – 0.18% 90
2017
Q2 		$770K Buy
19,648
+1,515
+8% +$59K 0.21% 66
2017
Q1 		$702K Buy
+18,133
New +$693K 0.17% 87

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Merriman Wealth Management's PFF Position: Q4 2017 in Review

Merriman Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2017, closing a stake of 19,648 shares — an estimated $763K sold.

Merriman Wealth Management first reported a position in PFF in Q1 2017 and held it in 3 quarters. The position peaked at $770K in Q2 2017. 717 funds tracked by Wall St. Rank hold PFF as of Q4 2017.

  • Merriman Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2017 after selling out during the quarter.
  • Merriman Wealth Management sold 19,648 iShares Preferred and Income Securities ETF shares in Q4 2017, an estimated $763K.
  • Merriman Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2017 and held it in 3 quarters.
  • Merriman Wealth Management's iShares Preferred and Income Securities ETF position peaked at $770K in Q2 2017.
  • 717 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2017.

Based on Merriman Wealth Management's 13F filing for Q4 2017, filed 5 Feb 2018.