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Pacific Capital Wealth Advisors’s Global X US Preferred ETF PFFD Stock Holding History

Pacific Capital Wealth Advisors’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
2020
Q4 		– Sell
-892
Closed -$22K – 157
2020
Q3 		$22K Buy
+892
New +$21.9K 0.01% 144

Other funds holding PFFD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $281M AUM 16.29% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pacific Capital Wealth Advisors's PFFD Position: Q4 2020 in Review

Pacific Capital Wealth Advisors sold out of Global X US Preferred ETF (PFFD) in Q4 2020, closing a stake of 892 shares — an estimated $22K sold.

Pacific Capital Wealth Advisors first reported a position in PFFD in Q3 2020 and held it in 1 quarter. The position peaked at $22K in Q3 2020. 133 funds tracked by Wall St. Rank hold PFFD as of Q4 2020.

  • Pacific Capital Wealth Advisors reported no remaining Global X US Preferred ETF position as of Q4 2020 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 892 Global X US Preferred ETF shares in Q4 2020, an estimated $22K.
  • Pacific Capital Wealth Advisors first reported a position in Global X US Preferred ETF in Q3 2020 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Global X US Preferred ETF position peaked at $22K in Q3 2020.
  • 133 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2020.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.