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Roffman Miller Associates’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Roffman Miller Associates’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
2013
Q3 		– Sell
-13,857
Closed -$544K – 73
2013
Q2 		$544K Buy
+13,857
New +$557K 0.15% 64

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Roffman Miller Associates's PFF Position: Q3 2013 in Review

Roffman Miller Associates sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2013, closing a stake of 13,857 shares — an estimated $544K sold.

Roffman Miller Associates first reported a position in PFF in Q2 2013 and held it in 1 quarter. The position peaked at $544K in Q2 2013. 348 funds tracked by Wall St. Rank hold PFF as of Q3 2013.

  • Roffman Miller Associates reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2013 after selling out during the quarter.
  • Roffman Miller Associates sold 13,857 iShares Preferred and Income Securities ETF shares in Q3 2013, an estimated $544K.
  • Roffman Miller Associates first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and held it in 1 quarter.
  • Roffman Miller Associates's iShares Preferred and Income Securities ETF position peaked at $544K in Q2 2013.
  • 348 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2013.

Based on Roffman Miller Associates's 13F filing for Q3 2013, filed 6 Nov 2013.