Royal Fund Management’s Global X US Preferred ETF PFFD Stock Holding History

Royal Fund 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	-62	Closed	-$1K	–	627
2019 Q1	$1K	Hold	62	–	–	﹤0.01%	556
2018 Q4	$1K	Buy	+62	New	+$1.44K	﹤0.01%	542

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Royal Fund Management's PFFD Position: Q2 2019 in Review

Royal Fund Management sold out of Global X US Preferred ETF (PFFD) in Q2 2019, closing a stake of 62 shares — an estimated $1K sold.

Royal Fund Management first reported a position in PFFD in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 43 funds tracked by Wall St. Rank hold PFFD as of Q2 2019.

Royal Fund Management reported no remaining Global X US Preferred ETF position as of Q2 2019 after selling out during the quarter.
Royal Fund Management sold 62 Global X US Preferred ETF shares in Q2 2019, an estimated $1K.
Royal Fund Management first reported a position in Global X US Preferred ETF in Q4 2018 and held it in 2 quarters.
Royal Fund Management's Global X US Preferred ETF position peaked at $1K in Q1 2019.
43 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2019.

Based on Royal Fund Management's 13F filing for Q2 2019, filed 8 May 2020.