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RS Crum Inc’s iShares Preferred and Income Securities ETF PFF Stock Holding History

RS Crum Inc’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
2023
Q3 		– Sell
-524,123
Closed -$16.2M – 79
2023
Q2 		$16.2M Buy
524,123
+12,701
+2% +$389K 5.86% 5
2023
Q1 		$16M Buy
511,422
+147,553
+41% +$4.74M 6.13% 4
2022
Q4 		$11.1M Sell
363,869
-269,301
-43% -$8.38M 5.2% 4
2022
Q3 		$20.1M Sell
633,170
-1,497
-0.2% -$50.2K 10.52% 3
2022
Q2 		$20.9M Sell
634,667
-15,720
-2% -$532K 10.69% 4
2022
Q1 		$23.7M Buy
650,387
+12,673
+2% +$466K 13.4% 2
2021
Q4 		$25.1M Buy
+637,714
New +$24.8M 13.89% 2

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RS Crum Inc's PFF Position: Q3 2023 in Review

RS Crum Inc sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2023, closing a stake of 524,123 shares — an estimated $16.2M sold.

RS Crum Inc first reported a position in PFF in Q4 2021 and held it in 7 quarters. The position peaked at $25.1M in Q4 2021. 957 funds tracked by Wall St. Rank hold PFF as of Q3 2023.

  • RS Crum Inc reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2023 after selling out during the quarter.
  • RS Crum Inc sold 524,123 iShares Preferred and Income Securities ETF shares in Q3 2023, an estimated $16.2M.
  • RS Crum Inc first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 7 quarters.
  • RS Crum Inc's iShares Preferred and Income Securities ETF position peaked at $25.1M in Q4 2021.
  • 957 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2023.

Based on RS Crum Inc's 13F filing for Q3 2023, filed 9 Nov 2023.