Shorepoint Capital Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Shorepoint Capital Partners’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
2022 Q3	–	Sell	-66,200	Closed	-$2.18M	–	78
2022 Q2	$2.18M	Buy	+66,200	New	+$2.24M	0.92%	46
2019 Q3	–	Sell	-51,401	Closed	-$1.89M	–	91
2019 Q2	$1.89M	Sell	51,401 -3,375	-6%	-$124K	1.08%	41
2019 Q1	$2M	Buy	+54,776	New	+$1.97M	1.13%	39

Other funds holding PFF

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Shorepoint Capital Partners's PFF Position: Q3 2022 in Review

Shorepoint Capital Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2022, closing a stake of 66,200 shares — an estimated $2.18M sold.

Shorepoint Capital Partners first reported a position in PFF in Q1 2019 and held it in 3 quarters. The position peaked at $2.18M in Q2 2022. 950 funds tracked by Wall St. Rank hold PFF as of Q3 2022.

Shorepoint Capital Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2022 after selling out during the quarter.
Shorepoint Capital Partners sold 66,200 iShares Preferred and Income Securities ETF shares in Q3 2022, an estimated $2.18M.
Shorepoint Capital Partners first reported a position in iShares Preferred and Income Securities ETF in Q1 2019 and held it in 3 quarters.
Shorepoint Capital Partners's iShares Preferred and Income Securities ETF position peaked at $2.18M in Q2 2022.
950 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2022.

Based on Shorepoint Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.