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Piershale Financial Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Piershale Financial Group’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
2015
Q1 		– Sell
-1,500
Closed -$59K – 162
2014
Q4 		$59K Buy
+1,500
New +$59.3K 0.04% 41

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Piershale Financial Group's PFF Position: Q1 2015 in Review

Piershale Financial Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2015, closing a stake of 1,500 shares — an estimated $59K sold.

Piershale Financial Group first reported a position in PFF in Q4 2014 and held it in 1 quarter. The position peaked at $59K in Q4 2014. 488 funds tracked by Wall St. Rank hold PFF as of Q1 2015.

  • Piershale Financial Group reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2015 after selling out during the quarter.
  • Piershale Financial Group sold 1,500 iShares Preferred and Income Securities ETF shares in Q1 2015, an estimated $59K.
  • Piershale Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2014 and held it in 1 quarter.
  • Piershale Financial Group's iShares Preferred and Income Securities ETF position peaked at $59K in Q4 2014.
  • 488 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2015.

Based on Piershale Financial Group's 13F filing for Q1 2015, filed 15 Apr 2015.