Regal Wealth Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Regal Wealth Group’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 Q3	–	Sell	-259	Closed	-$10K	–	171
2018 Q2	$10K	Hold	259	–	–	0.01%	127
2018 Q1	$10K	Hold	259	–	–	0.01%	127
2017 Q4	$10K	Buy	+259	New	+$9.94K	0.01%	128

Other funds holding PFF

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 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

BlackRock New York $5.72T AUM 30.48% 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

Regal Wealth Group's PFF Position: Q3 2018 in Review

Regal Wealth Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2018, closing a stake of 259 shares — an estimated $10K sold.

Regal Wealth Group first reported a position in PFF in Q4 2017 and held it in 3 quarters. The position peaked at $10K in Q2 2018. 692 funds tracked by Wall St. Rank hold PFF as of Q3 2018.

Regal Wealth Group reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2018 after selling out during the quarter.
Regal Wealth Group sold 259 iShares Preferred and Income Securities ETF shares in Q3 2018, an estimated $10K.
Regal Wealth Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and held it in 3 quarters.
Regal Wealth Group's iShares Preferred and Income Securities ETF position peaked at $10K in Q2 2018.
692 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2018.

Based on Regal Wealth Group's 13F filing for Q3 2018, filed 16 Oct 2018.