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Private Capital Management (Colorado)’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Private Capital Management (Colorado)’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
2023
Q4 		– Sell
-891
Closed -$26.9K – 222
2023
Q3 		$26.9K Buy
+891
New +$27.2K 0.01% 185

Other funds holding PFF

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Private Capital Management (Colorado)'s PFF Position: Q4 2023 in Review

Private Capital Management (Colorado) sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2023, closing a stake of 891 shares — an estimated $26.9K sold.

Private Capital Management (Colorado) first reported a position in PFF in Q3 2023 and held it in 1 quarter. The position peaked at $26.9K in Q3 2023. 1,031 funds tracked by Wall St. Rank hold PFF as of Q4 2023.

  • Private Capital Management (Colorado) reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2023 after selling out during the quarter.
  • Private Capital Management (Colorado) sold 891 iShares Preferred and Income Securities ETF shares in Q4 2023, an estimated $26.9K.
  • Private Capital Management (Colorado) first reported a position in iShares Preferred and Income Securities ETF in Q3 2023 and held it in 1 quarter.
  • Private Capital Management (Colorado)'s iShares Preferred and Income Securities ETF position peaked at $26.9K in Q3 2023.
  • 1,031 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2023.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2023, filed 9 Jan 2024.