Simply Money Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Simply Money 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
2018 Q1	$24M	Buy	639,079 +6,221	+1%	+$233K	3.38%	10
2017 Q4	$24.1M	Buy	632,858 +2,637	+0.4%	+$101K	3.11%	11
2017 Q3	$24.5M	Buy	630,221 +4,733	+0.8%	+$184K	3.24%	10
2017 Q2	$24.5M	Buy	625,488 +4,409	+0.7%	+$172K	3.34%	10
2017 Q1	$24M	Sell	621,079 -335,126	-35%	-$12.8M	3.36%	12
2016 Q4	$35.6M	Buy	956,205 +310,836	+48%	+$11.8M	5.12%	9
2016 Q3	$25.5M	Buy	645,369 +16,461	+3%	+$657K	3.92%	11
2016 Q2	$25.1M	Buy	628,908 +1,110	+0.2%	+$43.5K	3.86%	12
2016 Q1	$24.5M	Buy	627,798 +25,366	+4%	+$970K	3.74%	11
2015 Q4	$23.4M	Buy	602,432 +5,811	+1%	+$226K	3.52%	11
2015 Q3	$23M	Buy	596,621 +4,079	+0.7%	+$159K	3.56%	10
2015 Q2	$23.2M	Buy	592,542 +367,154	+163%	+$14.6M	3.42%	10
2015 Q1	$9.04M	Buy	225,388 +5,144	+2%	+$205K	1.31%	18
2014 Q4	$8.69M	Sell	220,244 -2,910	-1%	-$115K	1.29%	21
2014 Q3	$8.82M	Sell	223,154 -218	-0.1%	-$8.64K	1.34%	20
2014 Q2	$8.91M	Buy	223,372 +48,631	+28%	+$1.92M	1.36%	18
2014 Q1	$6.82M	Sell	174,741 -12,358	-7%	-$472K	1.06%	17
2013 Q4	$6.89M	Sell	187,099 -26,617	-12%	-$1M	1.16%	16
2013 Q3	$8.12M	Sell	213,716 -77,793	-27%	-$2.97M	1.38%	15
2013 Q2	$11.4M	Buy	+291,509	New	+$11.7M	2.04%	16

Other funds holding PFF

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

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Simply Money Advisors's PFF Position: Q1 2018 in Review

Simply Money Advisors increased its iShares Preferred and Income Securities ETF (PFF) stake by 0.98% in Q1 2018, buying an estimated $233K and bringing the position to 639,079 shares worth $24M. The position accounts for 3.38% of the portfolio, ranked #10.

Simply Money Advisors first reported a position in PFF in Q2 2013 and has held it in 20 quarters since. The position peaked at $35.6M in Q4 2016. 704 funds tracked by Wall St. Rank hold PFF as of Q1 2018.

Simply Money Advisors held 639,079 shares of iShares Preferred and Income Securities ETF worth $24M as of Q1 2018.
Simply Money Advisors bought 6,221 iShares Preferred and Income Securities ETF shares in Q1 2018, an estimated $233K.
iShares Preferred and Income Securities ETF made up 3.38% of Simply Money Advisors's portfolio in Q1 2018, its #10 holding.
Simply Money Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and has held it in 20 quarters since.
Simply Money Advisors's iShares Preferred and Income Securities ETF position peaked at $35.6M in Q4 2016.
704 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2018.

Based on Simply Money Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.