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Palo Capital’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Palo Capital’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
2018
Q4 		$1.8M Buy
+52,618
New +$1.86M 0.76% 57
2018
Q3 		– Sell
-47,075
Closed -$1.77M – 163
2018
Q2 		$1.77M Sell
47,075
-862
-2% -$32.1K 0.65% 59
2018
Q1 		$1.8M Buy
+47,937
New +$1.8M 0.65% 62

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 $199M AUM 0.15% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Palo Capital's PFF Position: Q4 2018 in Review

Palo Capital opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q4 2018: 52,618 shares worth $1.8M. The stake represents 0.76% of the portfolio and ranks #57 among its holdings. This is a return to the name: Palo Capital previously reported a position in PFF as recently as Q2 2018.

Palo Capital first reported a position in PFF in Q1 2018 and has held it in 3 quarters since. 692 funds tracked by Wall St. Rank hold PFF as of Q4 2018.

  • Palo Capital held 52,618 shares of iShares Preferred and Income Securities ETF worth $1.8M as of Q4 2018.
  • iShares Preferred and Income Securities ETF was a new Palo Capital position in Q4 2018.
  • iShares Preferred and Income Securities ETF made up 0.76% of Palo Capital's portfolio in Q4 2018, its #57 holding.
  • Palo Capital first reported a position in iShares Preferred and Income Securities ETF in Q1 2018 and has held it in 3 quarters since.
  • 692 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2018.

Based on Palo Capital's 13F filing for Q4 2018, filed 30 Jan 2019.