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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

Sharkey, Howes & Javer's PFF Position: Q4 2016 in Review

Sharkey, Howes & Javer sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2016, closing a stake of 788 shares — an estimated $31K sold.

Sharkey, Howes & Javer first reported a position in PFF in Q1 2015 and held it in 6 quarters. The position peaked at $32K in Q1 2015. 611 funds tracked by Wall St. Rank hold PFF as of Q4 2016.

Sharkey, Howes & Javer reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2016 after selling out during the quarter.
Sharkey, Howes & Javer sold 788 iShares Preferred and Income Securities ETF shares in Q4 2016, an estimated $31K.
Sharkey, Howes & Javer first reported a position in iShares Preferred and Income Securities ETF in Q1 2015 and held it in 6 quarters.
Sharkey, Howes & Javer's iShares Preferred and Income Securities ETF position peaked at $32K in Q1 2015.
611 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2016.

Based on Sharkey, Howes & Javer's 13F filing for Q4 2016, filed 24 Jan 2017.