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Monterey Private Wealth’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Monterey Private Wealth’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
2020
Q1 		– Sell
-5,832
Closed -$219K – 77
2019
Q4 		$219K Buy
+5,832
New +$218K 0.18% 75

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Monterey Private Wealth's PFF Position: Q1 2020 in Review

Monterey Private Wealth sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2020, closing a stake of 5,832 shares — an estimated $219K sold.

Monterey Private Wealth first reported a position in PFF in Q4 2019 and held it in 1 quarter. The position peaked at $219K in Q4 2019. 790 funds tracked by Wall St. Rank hold PFF as of Q1 2020.

  • Monterey Private Wealth reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2020 after selling out during the quarter.
  • Monterey Private Wealth sold 5,832 iShares Preferred and Income Securities ETF shares in Q1 2020, an estimated $219K.
  • Monterey Private Wealth first reported a position in iShares Preferred and Income Securities ETF in Q4 2019 and held it in 1 quarter.
  • Monterey Private Wealth's iShares Preferred and Income Securities ETF position peaked at $219K in Q4 2019.
  • 790 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2020.

Based on Monterey Private Wealth's 13F filing for Q1 2020, filed 24 Feb 2021.