Shine Investment Advisory Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	–	Sell	-318	Closed	-$11K	–	756
2020 Q2	$11K	Hold	318	–	–	﹤0.01%	543
2020 Q1	$10K	Hold	318	–	–	﹤0.01%	520
2019 Q4	$12K	Hold	318	–	–	﹤0.01%	547
2019 Q3	$12K	Buy	+318	New	+$11.8K	0.01%	525
2019 Q1	–	Sell	-800	Closed	-$27K	–	705
2018 Q4	$27K	Sell	800 -130	-14%	-$4.61K	0.01%	398
2018 Q3	$35K	Sell	930 -248	-21%	-$9.3K	0.02%	365
2018 Q2	$44K	Sell	1,178 -97	-8%	-$3.61K	0.02%	336
2018 Q1	$48K	Sell	1,275 -255,451	-100%	-$9.59M	0.03%	309
2017 Q4	$9.77M	Buy	256,726 +2,581	+1%	+$99.1K	4.86%	5
2017 Q3	$9.86M	Buy	254,145 +4,047	+2%	+$158K	5.13%	5
2017 Q2	$9.8M	Sell	250,098 -840	-0.3%	-$32.7K	4.98%	5
2017 Q1	$9.71M	Buy	250,938 +11,265	+5%	+$431K	6.42%	4
2016 Q4	$8.92M	Buy	+239,673	New	+$9.11M	7.38%	5

Other funds holding PFF

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Shine Investment Advisory Services's PFF Position: Q3 2020 in Review

Shine Investment Advisory Services sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2020, closing a stake of 318 shares — an estimated $11K sold.

Shine Investment Advisory Services first reported a position in PFF in Q4 2016 and held it in 13 quarters. The position peaked at $9.86M in Q3 2017. 815 funds tracked by Wall St. Rank hold PFF as of Q3 2020.

Shine Investment Advisory Services reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 318 iShares Preferred and Income Securities ETF shares in Q3 2020, an estimated $11K.
Shine Investment Advisory Services first reported a position in iShares Preferred and Income Securities ETF in Q4 2016 and held it in 13 quarters.
Shine Investment Advisory Services's iShares Preferred and Income Securities ETF position peaked at $9.86M in Q3 2017.
815 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.