SevenBridge Financial Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

SevenBridge Financial Group’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 Q3	–	Sell	-67	Closed	-$2K	–	457
2019 Q2	$2K	Hold	67	–	–	﹤0.01%	594
2019 Q1	$2K	Hold	67	–	–	﹤0.01%	564
2018 Q4	$2K	Hold	67	–	–	﹤0.01%	525
2018 Q3	$3K	Sell	67 -61	-48%	-$2.29K	﹤0.01%	532
2018 Q2	$5K	Hold	128	–	–	﹤0.01%	496
2018 Q1	$5K	Sell	128 -115	-47%	-$4.32K	﹤0.01%	507
2017 Q4	$9K	Hold	243	–	–	0.01%	448
2017 Q3	$9K	Hold	243	–	–	0.01%	461
2017 Q2	$10K	Hold	243	–	–	0.01%	458
2017 Q1	$9K	Sell	243 -505	-68%	-$19.3K	0.01%	448
2016 Q4	$29K	Hold	748	–	–	0.02%	315
2016 Q3	$29K	Sell	748 -1,056	-59%	-$42.1K	0.02%	314
2016 Q2	$72K	Buy	+1,804	New	+$70.7K	0.05%	225

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SevenBridge Financial Group's PFF Position: Q3 2019 in Review

SevenBridge Financial Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2019, closing a stake of 67 shares — an estimated $2K sold.

SevenBridge Financial Group first reported a position in PFF in Q2 2016 and held it in 13 quarters. The position peaked at $72K in Q2 2016. 743 funds tracked by Wall St. Rank hold PFF as of Q3 2019.

SevenBridge Financial Group reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 67 iShares Preferred and Income Securities ETF shares in Q3 2019, an estimated $2K.
SevenBridge Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's iShares Preferred and Income Securities ETF position peaked at $72K in Q2 2016.
743 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.