SignatureFD’s Global X US Preferred ETF PFFD Stock Holding History

SignatureFD’s Portfolio PFFD Stock Details PFFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-4,000	Closed	-$88K	–	2622
2020 Q1	$88K	Buy	+4,000	New	+$96.4K	0.01%	685

Other funds holding PFFD

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

JIP

JBJ Investment Partners Charleston, South Carolina $485M AUM 11.36% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

SignatureFD's PFFD Position: Q2 2020 in Review

SignatureFD sold out of Global X US Preferred ETF (PFFD) in Q2 2020, closing a stake of 4,000 shares — an estimated $88K sold.

SignatureFD first reported a position in PFFD in Q1 2020 and held it in 1 quarter. The position peaked at $88K in Q1 2020. 89 funds tracked by Wall St. Rank hold PFFD as of Q2 2020.

SignatureFD reported no remaining Global X US Preferred ETF position as of Q2 2020 after selling out during the quarter.
SignatureFD sold 4,000 Global X US Preferred ETF shares in Q2 2020, an estimated $88K.
SignatureFD first reported a position in Global X US Preferred ETF in Q1 2020 and held it in 1 quarter.
SignatureFD's Global X US Preferred ETF position peaked at $88K in Q1 2020.
89 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2020.

Based on SignatureFD's 13F filing for Q2 2020, filed 30 Jul 2020.