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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-90
Closed -$3K 602
2020
Q1
$3K Buy
+90
New +$3.23K ﹤0.01% 485
2019
Q1
Sell
-8,759
Closed -$300K 531
2018
Q4
$300K Buy
+8,759
New +$310K 0.09% 173

Other funds holding PFF

Ropes Wealth Advisors's PFF Position: Q2 2020 in Review

Ropes Wealth Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2020, closing a stake of 90 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in PFF in Q4 2018 and held it in 2 quarters. The position peaked at $300K in Q4 2018. 804 funds tracked by Wall St. Rank hold PFF as of Q2 2020.

  • Ropes Wealth Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2020 after selling out during the quarter.
  • Ropes Wealth Advisors sold 90 iShares Preferred and Income Securities ETF shares in Q2 2020, an estimated $3K.
  • Ropes Wealth Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and held it in 2 quarters.
  • Ropes Wealth Advisors's iShares Preferred and Income Securities ETF position peaked at $300K in Q4 2018.
  • 804 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2020.

Based on Ropes Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.