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

Rowland Carmichael 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
Q4 		– Sell
-34
Closed -$1K – 362
2019
Q3 		$1K Sell
34
-657
-95% -$24.4K ﹤0.01% 347
2019
Q2 		$25K Buy
691
+475
+220% +$17.4K 0.01% 297
2019
Q1 		$8K Hold
216
– – ﹤0.01% 318
2018
Q4 		$7K Sell
216
-639
-75% -$22.6K ﹤0.01% 288
2018
Q3 		$32K Sell
855
-5,879
-87% -$221K 0.01% 310
2018
Q2 		$254K Buy
6,734
+86
+1% +$3.2K 0.11% 223
2018
Q1 		$250K Sell
6,648
-77
-1% -$2.89K 0.14% 206
2017
Q4 		$256K Sell
6,725
-101
-1% -$3.88K 0.13% 207
2017
Q3 		$265K Buy
6,826
+649
+11% +$25.3K 0.15% 181
2017
Q2 		$242K Sell
6,177
-136
-2% -$5.29K 0.14% 189
2017
Q1 		$244K Sell
6,313
-214
-3% -$8.18K 0.15% 186
2016
Q4 		$243K Sell
6,527
-4,818
-42% -$183K 0.14% 197
2016
Q3 		$448K Buy
11,345
+369
+3% +$14.7K 0.29% 113
2016
Q2 		$438K Buy
10,976
+508
+5% +$19.9K 0.28% 118
2016
Q1 		$409K Buy
+10,468
New +$400K 0.38% 91

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rowland Carmichael Advisors's PFF Position: Q4 2019 in Review

Rowland Carmichael Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2019, closing a stake of 34 shares — an estimated $1K sold.

Rowland Carmichael Advisors first reported a position in PFF in Q1 2016 and held it in 15 quarters. The position peaked at $448K in Q3 2016. 836 funds tracked by Wall St. Rank hold PFF as of Q4 2019.

  • Rowland Carmichael Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2019 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 34 iShares Preferred and Income Securities ETF shares in Q4 2019, an estimated $1K.
  • Rowland Carmichael Advisors first reported a position in iShares Preferred and Income Securities ETF in Q1 2016 and held it in 15 quarters.
  • Rowland Carmichael Advisors's iShares Preferred and Income Securities ETF position peaked at $448K in Q3 2016.
  • 836 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2019.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.