Simon Quick Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Simon Quick Advisors’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 Q2	–	Sell	-590	Closed	-$21K	–	335
2022 Q1	$21K	Hold	590	–	–	0.01%	275
2021 Q4	$23K	Hold	590	–	–	0.01%	278
2021 Q3	$22K	Hold	590	–	–	0.01%	307
2021 Q2	$23K	Hold	590	–	–	0.01%	325
2021 Q1	$22K	Buy	590 +100	+20%	+$3.79K	0.01%	345
2020 Q4	$19K	Buy	+490	New	+$18.3K	0.01%	335
2019 Q3	–	Sell	-1,599	Closed	-$58.9K	–	483
2019 Q2	$58.9K	Buy	+1,599	New	+$58.6K	0.03%	116

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Simon Quick Advisors's PFF Position: Q2 2022 in Review

Simon Quick Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2022, closing a stake of 590 shares — an estimated $21K sold.

Simon Quick Advisors first reported a position in PFF in Q2 2019 and held it in 7 quarters. The position peaked at $58.9K in Q2 2019. 990 funds tracked by Wall St. Rank hold PFF as of Q2 2022.

Simon Quick Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2022 after selling out during the quarter.
Simon Quick Advisors sold 590 iShares Preferred and Income Securities ETF shares in Q2 2022, an estimated $21K.
Simon Quick Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2019 and held it in 7 quarters.
Simon Quick Advisors's iShares Preferred and Income Securities ETF position peaked at $58.9K in Q2 2019.
990 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2022.

Based on Simon Quick Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.