SHJ
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Sharkey, Howes & Javer’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Sharkey, Howes & Javer’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
2016
Q4 		– Sell
-788
Closed -$31K – 239
2016
Q3 		$31K Hold
788
– – 0.02% 118
2016
Q2 		$31K Hold
788
– – 0.02% 119
2016
Q1 		$31K Hold
788
– – 0.02% 123
2015
Q4 		$31K Hold
788
– – 0.02% 139
2015
Q3 		$31K Buy
+788
New +$30.8K 0.02% 140
2015
Q2 		– Sell
-788
Closed -$32K – 237
2015
Q1 		$32K Buy
+788
New +$31.4K 0.02% 136

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return