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Redwood Investment Management’s Global X US Preferred ETF PFFD Stock Holding History

Redwood Investment Management’s Portfolio PFFD Stock Details PFFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-235,889
Closed -$5.67M – 236
2019
Q1 		$5.67M Buy
+235,889
New +$5.59M 2.42% 7

Other funds holding PFFD

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Redwood Investment Management's PFFD Position: Q2 2019 in Review

Redwood Investment Management sold out of Global X US Preferred ETF (PFFD) in Q2 2019, closing a stake of 235,889 shares — an estimated $5.67M sold.

Redwood Investment Management first reported a position in PFFD in Q1 2019 and held it in 1 quarter. The position peaked at $5.67M in Q1 2019. 43 funds tracked by Wall St. Rank hold PFFD as of Q2 2019.

  • Redwood Investment Management reported no remaining Global X US Preferred ETF position as of Q2 2019 after selling out during the quarter.
  • Redwood Investment Management sold 235,889 Global X US Preferred ETF shares in Q2 2019, an estimated $5.67M.
  • Redwood Investment Management first reported a position in Global X US Preferred ETF in Q1 2019 and held it in 1 quarter.
  • Redwood Investment Management's Global X US Preferred ETF position peaked at $5.67M in Q1 2019.
  • 43 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2019.

Based on Redwood Investment Management's 13F filing for Q2 2019, filed 15 Aug 2019.