PIM
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Parasol Investment Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Parasol Investment Management’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
Q3 		– Sell
-6,100
Closed -$243K – 293
2014
Q2 		$243K Hold
6,100
– – 0.17% 54
2014
Q1 		$238K Hold
6,100
– – 0.17% 36
2013
Q4 		$225K Sell
6,100
-400
-6% -$15.1K 0.15% 28
2013
Q3 		$247K Buy
+6,500
New +$248K 0.19% 23

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Parasol Investment Management's PFF Position: Q3 2014 in Review

Parasol Investment Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2014, closing a stake of 6,100 shares — an estimated $243K sold.

Parasol Investment Management first reported a position in PFF in Q3 2013 and held it in 4 quarters. The position peaked at $247K in Q3 2013. 409 funds tracked by Wall St. Rank hold PFF as of Q3 2014.

  • Parasol Investment Management reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2014 after selling out during the quarter.
  • Parasol Investment Management sold 6,100 iShares Preferred and Income Securities ETF shares in Q3 2014, an estimated $243K.
  • Parasol Investment Management first reported a position in iShares Preferred and Income Securities ETF in Q3 2013 and held it in 4 quarters.
  • Parasol Investment Management's iShares Preferred and Income Securities ETF position peaked at $247K in Q3 2013.
  • 409 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2014.

Based on Parasol Investment Management's 13F filing for Q3 2014, filed 3 Nov 2014.