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Northstar Wealth Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Northstar Wealth 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
2019
Q2 		– Sell
-6,229
Closed -$228K – 183
2019
Q1 		$228K Hold
6,229
– – 0.1% 162
2018
Q4 		$213K Buy
6,229
+367
+6% +$13K 0.11% 158
2018
Q3 		$217K Buy
+5,862
New +$220K 0.1% 164
2018
Q2 		– Sell
-6,402
Closed -$240K – 190
2018
Q1 		$240K Sell
6,402
-22,767
-78% -$854K 0.12% 166
2017
Q4 		$1.11M Buy
29,169
+2,772
+11% +$106K 0.99% 35
2017
Q3 		$1.01M Sell
26,397
-122
-0.5% -$4.75K 0.99% 35
2017
Q2 		$1.03M Buy
26,519
+1,209
+5% +$47.1K 0.95% 31
2017
Q1 		$977K Buy
+25,310
New +$968K 0.91% 31

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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