Rational Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Rational Advisors’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 Q1	–	Sell	-7,296	Closed	-$250K	–	558
2018 Q4	$250K	Sell	7,296 -10,179	-58%	-$361K	0.08%	165
2018 Q3	$649K	Buy	17,475 +4,462	+34%	+$167K	0.16%	138
2018 Q2	$491K	Buy	13,013 +6,329	+95%	+$236K	0.23%	126
2018 Q1	$251K	Buy	+6,684	New	+$251K	0.12%	197
2013 Q4	–	Hold	0	–	–	–	28

Other funds holding PFF

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

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

Rational Advisors's PFF Position: Q1 2019 in Review

Rational Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2019, closing a stake of 7,296 shares — an estimated $250K sold.

Rational Advisors first reported a position in PFF in Q1 2018 and held it in 4 quarters. The position peaked at $649K in Q3 2018. 712 funds tracked by Wall St. Rank hold PFF as of Q1 2019.

Rational Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2019 after selling out during the quarter.
Rational Advisors sold 7,296 iShares Preferred and Income Securities ETF shares in Q1 2019, an estimated $250K.
Rational Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2018 and held it in 4 quarters.
Rational Advisors's iShares Preferred and Income Securities ETF position peaked at $649K in Q3 2018.
712 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2019.

Based on Rational Advisors's 13F filing for Q1 2019, filed 8 May 2019.