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

Palladium 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
2014
Q2 		– Sell
-80
Closed -$3K – 411
2014
Q1 		$3K Buy
+80
New +$3.06K ﹤0.01% 529
2013
Q4 		– Sell
-80
Closed -$3K – 416
2013
Q3 		$3K Sell
80
-421
-84% -$16.1K ﹤0.01% 534
2013
Q2 		$20K Buy
+501
New +$20.1K ﹤0.01% 423

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Palladium Partners's PFF Position: Q2 2014 in Review

Palladium Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2014, closing a stake of 80 shares — an estimated $3K sold.

Palladium Partners first reported a position in PFF in Q2 2013 and held it in 3 quarters. The position peaked at $20K in Q2 2013. 403 funds tracked by Wall St. Rank hold PFF as of Q2 2014.

  • Palladium Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2014 after selling out during the quarter.
  • Palladium Partners sold 80 iShares Preferred and Income Securities ETF shares in Q2 2014, an estimated $3K.
  • Palladium Partners first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and held it in 3 quarters.
  • Palladium Partners's iShares Preferred and Income Securities ETF position peaked at $20K in Q2 2013.
  • 403 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2014.

Based on Palladium Partners's 13F filing for Q2 2014, filed 1 Aug 2014.