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Navellier & Associates’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Navellier & Associates’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
Q4 		– Sell
-8,917
Closed -$352K – 313
2016
Q3 		$352K Buy
8,917
+3,434
+63% +$137K 0.05% 191
2016
Q2 		$219K Buy
+5,483
New +$215K 0.03% 219

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Navellier & Associates's PFF Position: Q4 2016 in Review

Navellier & Associates sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2016, closing a stake of 8,917 shares — an estimated $352K sold.

Navellier & Associates first reported a position in PFF in Q2 2016 and held it in 2 quarters. The position peaked at $352K in Q3 2016. 611 funds tracked by Wall St. Rank hold PFF as of Q4 2016.

  • Navellier & Associates reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2016 after selling out during the quarter.
  • Navellier & Associates sold 8,917 iShares Preferred and Income Securities ETF shares in Q4 2016, an estimated $352K.
  • Navellier & Associates first reported a position in iShares Preferred and Income Securities ETF in Q2 2016 and held it in 2 quarters.
  • Navellier & Associates's iShares Preferred and Income Securities ETF position peaked at $352K in Q3 2016.
  • 611 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2016.

Based on Navellier & Associates's 13F filing for Q4 2016, filed 13 Feb 2017.