PS
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Portfolio Solutions’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Portfolio Solutions’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
Q2 		– Sell
-304
Closed -$11K – 142
2018
Q1 		$11K Hold
304
– – ﹤0.01% 119
2017
Q4 		$12K Hold
304
– – ﹤0.01% 110
2017
Q3 		$12K Buy
+304
New +$11.8K ﹤0.01% 113

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
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Portfolio Solutions's PFF Position: Q2 2018 in Review

Portfolio Solutions sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2018, closing a stake of 304 shares — an estimated $11K sold.

Portfolio Solutions first reported a position in PFF in Q3 2017 and held it in 3 quarters. The position peaked at $12K in Q4 2017. 704 funds tracked by Wall St. Rank hold PFF as of Q2 2018.

  • Portfolio Solutions reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2018 after selling out during the quarter.
  • Portfolio Solutions sold 304 iShares Preferred and Income Securities ETF shares in Q2 2018, an estimated $11K.
  • Portfolio Solutions first reported a position in iShares Preferred and Income Securities ETF in Q3 2017 and held it in 3 quarters.
  • Portfolio Solutions's iShares Preferred and Income Securities ETF position peaked at $12K in Q4 2017.
  • 704 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2018.

Based on Portfolio Solutions's 13F filing for Q2 2018, filed 13 Jul 2018.