Nelson Capital Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-100
Closed -$4K 238
2019
Q3
$4K Buy
+100
New +$3.72K ﹤0.01% 287
2018
Q2
Sell
-1,450
Closed -$54K 268
2018
Q1
$54K Hold
1,450
0.01% 130
2017
Q4
$55K Buy
+1,450
New +$55.7K 0.02% 130

Other funds holding PFF

Nelson Capital Management's PFF Position: Q4 2019 in Review

Nelson Capital Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2019, closing a stake of 100 shares — an estimated $4K sold.

Nelson Capital Management first reported a position in PFF in Q4 2017 and held it in 3 quarters. The position peaked at $55K in Q4 2017. 836 funds tracked by Wall St. Rank hold PFF as of Q4 2019.

  • Nelson Capital Management reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2019 after selling out during the quarter.
  • Nelson Capital Management sold 100 iShares Preferred and Income Securities ETF shares in Q4 2019, an estimated $4K.
  • Nelson Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and held it in 3 quarters.
  • Nelson Capital Management's iShares Preferred and Income Securities ETF position peaked at $55K in Q4 2017.
  • 836 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.