Mid Atlantic Financial Management’s Global X US Preferred ETF PFFD Stock Holding History

Mid Atlantic Financial Management’s Portfolio PFFD Stock Details PFFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-7,779	Closed	-$201K	–	892
2020 Q4	$201K	Buy	+7,779	New	+$197K	0.02%	719
2020 Q1	–	Sell	-10,224	Closed	-$256K	–	752
2019 Q4	$256K	Buy	10,224 +1,853	+22%	+$46.3K	0.02%	571
2019 Q3	$210K	Sell	8,371 -186	-2%	-$4.62K	0.02%	608
2019 Q2	$210K	Buy	8,557 +225	+3%	+$5.46K	0.02%	626
2019 Q1	$200K	Buy	+8,332	New	+$198K	0.02%	631

Other funds holding PFFD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

RWG

Ratio Wealth Group Denver, Colorado $537M AUM 15.16% 1-Year Est. Return

BFS

Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return

Mid Atlantic Financial Management's PFFD Position: Q1 2021 in Review

Mid Atlantic Financial Management sold out of Global X US Preferred ETF (PFFD) in Q1 2021, closing a stake of 7,779 shares — an estimated $201K sold.

Mid Atlantic Financial Management first reported a position in PFFD in Q1 2019 and held it in 5 quarters. The position peaked at $256K in Q4 2019. 151 funds tracked by Wall St. Rank hold PFFD as of Q1 2021.

Mid Atlantic Financial Management reported no remaining Global X US Preferred ETF position as of Q1 2021 after selling out during the quarter.
Mid Atlantic Financial Management sold 7,779 Global X US Preferred ETF shares in Q1 2021, an estimated $201K.
Mid Atlantic Financial Management first reported a position in Global X US Preferred ETF in Q1 2019 and held it in 5 quarters.
Mid Atlantic Financial Management's Global X US Preferred ETF position peaked at $256K in Q4 2019.
151 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q1 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q1 2021, filed 11 May 2021.