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Northwest Investment Counselors’s Global X US Preferred ETF PFFD Stock Holding History

Northwest Investment Counselors’s Portfolio PFFD Stock Details PFFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-4
Closed – – 399
2019
Q3 		$0 Buy
+4
New +$99 ﹤0.01% 560

Other funds holding PFFD

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Northwest Investment Counselors's PFFD Position: Q4 2019 in Review

Northwest Investment Counselors sold out of Global X US Preferred ETF (PFFD) in Q4 2019, closing a stake of 4 shares.

Northwest Investment Counselors first reported a position in PFFD in Q3 2019 and held it in 1 quarter. The position peaked at $0 in Q3 2019. 72 funds tracked by Wall St. Rank hold PFFD as of Q4 2019.

  • Northwest Investment Counselors reported no remaining Global X US Preferred ETF position as of Q4 2019 after selling out during the quarter.
  • Northwest Investment Counselors sold 4 Global X US Preferred ETF shares in Q4 2019.
  • Northwest Investment Counselors first reported a position in Global X US Preferred ETF in Q3 2019 and held it in 1 quarter.
  • Northwest Investment Counselors's Global X US Preferred ETF position peaked at $0 in Q3 2019.
  • 72 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2019.

Based on Northwest Investment Counselors's 13F filing for Q4 2019, filed 27 Jan 2020.