Private Wealth Group’s iShares International Preferred Stock ETF IPFF Stock Holding History

Private Wealth Group’s Portfolio IPFF Stock Details IPFF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-50,285	Closed	-$2.65M	–	27
2017 Q4	$2.65M	Buy	+50,285	New	+$933K	3.06%	12

Other funds holding IPFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MLM

Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPIC

LeJeune Puetz Investment Counsel Traverse City, Michigan $279M AUM 4.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Private Wealth Group's IPFF Position: Q1 2018 in Review

Private Wealth Group sold out of iShares International Preferred Stock ETF (IPFF) in Q1 2018, closing a stake of 50,285 shares — an estimated $2.65M sold.

Private Wealth Group first reported a position in IPFF in Q4 2017 and held it in 1 quarter. The position peaked at $2.65M in Q4 2017. 40 funds tracked by Wall St. Rank hold IPFF as of Q1 2018.

Private Wealth Group reported no remaining iShares International Preferred Stock ETF position as of Q1 2018 after selling out during the quarter.
Private Wealth Group sold 50,285 iShares International Preferred Stock ETF shares in Q1 2018, an estimated $2.65M.
Private Wealth Group first reported a position in iShares International Preferred Stock ETF in Q4 2017 and held it in 1 quarter.
Private Wealth Group's iShares International Preferred Stock ETF position peaked at $2.65M in Q4 2017.
40 funds tracked by Wall St. Rank held iShares International Preferred Stock ETF as of Q1 2018.

Based on Private Wealth Group's 13F filing for Q1 2018, filed 7 Mar 2019.