Sage Capital Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Sage Capital 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
2021 Q1	–	Sell	-6,361	Closed	-$242K	–	109
2020 Q4	$242K	Sell	6,361 -6,371	-50%	-$238K	0.12%	93
2020 Q3	$464K	Sell	12,732 -333	-3%	-$12K	0.28%	63
2020 Q2	$453K	Buy	13,065 +829	+7%	+$28.2K	0.29%	59
2020 Q1	$390K	Sell	12,236 -1,072	-8%	-$38.4K	0.32%	55
2019 Q4	$500K	Sell	13,308 -1,114	-8%	-$41.6K	0.32%	59
2019 Q3	$541K	Sell	14,422 -1,404	-9%	-$52.2K	0.41%	53
2019 Q2	$589K	Buy	15,826 +135	+0.9%	+$4.95K	0.41%	53
2019 Q1	$574K	Buy	15,691 +958	+7%	+$34.4K	0.37%	55
2018 Q4	$504K	Sell	14,733 -363	-2%	-$12.9K	0.38%	54
2018 Q3	$561K	Buy	15,096 +901	+6%	+$33.8K	0.35%	57
2018 Q2	$535K	Sell	14,195 -539	-4%	-$20.1K	0.37%	54
2018 Q1	$553K	Sell	14,734 -142	-1%	-$5.33K	0.39%	54
2017 Q4	$566K	Sell	14,876 -1,880	-11%	-$72.2K	0.37%	58
2017 Q3	$650K	Buy	16,756 +1,368	+9%	+$53.3K	0.46%	55
2017 Q2	$603K	Buy	+15,388	New	+$599K	0.44%	54

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Sage Capital Advisors's PFF Position: Q1 2021 in Review

Sage Capital Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2021, closing a stake of 6,361 shares — an estimated $242K sold.

Sage Capital Advisors first reported a position in PFF in Q2 2017 and held it in 15 quarters. The position peaked at $650K in Q3 2017. 953 funds tracked by Wall St. Rank hold PFF as of Q1 2021.

Sage Capital Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2021 after selling out during the quarter.
Sage Capital Advisors sold 6,361 iShares Preferred and Income Securities ETF shares in Q1 2021, an estimated $242K.
Sage Capital Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2017 and held it in 15 quarters.
Sage Capital Advisors's iShares Preferred and Income Securities ETF position peaked at $650K in Q3 2017.
953 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2021.

Based on Sage Capital Advisors's 13F filing for Q1 2021, filed 4 May 2021.