Narus Financial Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Narus Financial Partners’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 Q3	$384K	Buy	9,895 +9	+0.1%	+$351	0.34%	44
2017 Q2	$387K	Sell	9,886 -10	-0.1%	-$389	0.36%	38
2017 Q1	$383K	Sell	9,896 -523	-5%	-$20K	0.37%	37
2016 Q4	$388K	Buy	+10,419	New	+$396K	0.41%	36

Other funds holding PFF

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Aozora Bank Tokyo, Japan $199M AUM 0.15% 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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Narus Financial Partners's PFF Position: Q3 2017 in Review

Narus Financial Partners increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.09% in Q3 2017, buying an estimated $351 and bringing the position to 9,895 shares worth $384K. The position accounts for 0.34% of the portfolio, ranked #44.

Narus Financial Partners first reported a position in PFF in Q4 2016 and has held it in 4 quarters since. The position peaked at $388K in Q4 2016. 653 funds tracked by Wall St. Rank hold PFF as of Q3 2017.

Narus Financial Partners held 9,895 shares of iShares Preferred and Income Securities ETF worth $384K as of Q3 2017.
Narus Financial Partners bought 9 iShares Preferred and Income Securities ETF shares in Q3 2017, an estimated $351.
iShares Preferred and Income Securities ETF made up 0.34% of Narus Financial Partners's portfolio in Q3 2017, its #44 holding.
Narus Financial Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2016 and has held it in 4 quarters since.
Narus Financial Partners's iShares Preferred and Income Securities ETF position peaked at $388K in Q4 2016.
653 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2017.

Based on Narus Financial Partners's 13F filing for Q3 2017, filed 15 Nov 2017.