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Osborn Williams & Donohoe’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Osborn Williams & Donohoe’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
-33,650
Closed -$1.23M – 565
2019
Q1 		$1.23M Buy
+33,650
New +$1.21M 0.13% 163

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

Osborn Williams & Donohoe's PFF Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2019, closing a stake of 33,650 shares — an estimated $1.23M sold.

Osborn Williams & Donohoe first reported a position in PFF in Q1 2019 and held it in 1 quarter. The position peaked at $1.23M in Q1 2019. 726 funds tracked by Wall St. Rank hold PFF as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 33,650 iShares Preferred and Income Securities ETF shares in Q2 2019, an estimated $1.23M.
  • Osborn Williams & Donohoe first reported a position in iShares Preferred and Income Securities ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's iShares Preferred and Income Securities ETF position peaked at $1.23M in Q1 2019.
  • 726 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.