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

Peak Capital 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
2019 Q4	–	Sell	-5,539	Closed	-$207K	–	23
2019 Q3	$207K	Sell	5,539 -1,074	-16%	-$40K	0.14%	23
2019 Q2	$244K	Buy	6,613 +220	+3%	+$8.06K	0.17%	23
2019 Q1	$234K	Sell	6,393 -1,189	-16%	-$42.7K	0.16%	28
2018 Q4	$260K	Buy	7,582 +66	+0.9%	+$2.34K	0.19%	34
2018 Q3	$272K	Sell	7,516 -1,526	-17%	-$57.3K	0.2%	33
2018 Q2	$341K	Buy	9,042 +247	+3%	+$9.2K	0.21%	50
2018 Q1	$330K	Sell	8,795 -166	-2%	-$6.23K	0.26%	32
2017 Q4	$348K	Hold	8,961	–	–	0.24%	53
2017 Q3	$348K	Sell	8,961 -19,159	-68%	-$746K	0.23%	54
2017 Q2	$1.1M	Buy	+28,120	New	+$1.09M	0.62%	40

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Peak Capital Management's PFF Position: Q4 2019 in Review

Peak Capital Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2019, closing a stake of 5,539 shares — an estimated $207K sold.

Peak Capital Management first reported a position in PFF in Q2 2017 and held it in 10 quarters. The position peaked at $1.1M in Q2 2017. 836 funds tracked by Wall St. Rank hold PFF as of Q4 2019.

Peak Capital Management reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2019 after selling out during the quarter.
Peak Capital Management sold 5,539 iShares Preferred and Income Securities ETF shares in Q4 2019, an estimated $207K.
Peak Capital Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2017 and held it in 10 quarters.
Peak Capital Management's iShares Preferred and Income Securities ETF position peaked at $1.1M in Q2 2017.
836 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2019.

Based on Peak Capital Management's 13F filing for Q4 2019, filed 8 Jan 2020.