Slocum, Gordon & Co’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Slocum, Gordon & Co’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
2023 Q4	–	Sell	-900	Closed	-$27.1K	–	151
2023 Q3	$27.1K	Hold	900	–	–	0.02%	98
2023 Q2	$27.8K	Hold	900	–	–	0.02%	94
2023 Q1	$28.1K	Hold	900	–	–	0.02%	93
2022 Q4	$27.5K	Buy	+900	New	+$28K	0.02%	91

Other funds holding PFF

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

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Slocum, Gordon & Co's PFF Position: Q4 2023 in Review

Slocum, Gordon & Co sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2023, closing a stake of 900 shares — an estimated $27.1K sold.

Slocum, Gordon & Co first reported a position in PFF in Q4 2022 and held it in 4 quarters. The position peaked at $28.1K in Q1 2023. 1,031 funds tracked by Wall St. Rank hold PFF as of Q4 2023.

Slocum, Gordon & Co reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2023 after selling out during the quarter.
Slocum, Gordon & Co sold 900 iShares Preferred and Income Securities ETF shares in Q4 2023, an estimated $27.1K.
Slocum, Gordon & Co first reported a position in iShares Preferred and Income Securities ETF in Q4 2022 and held it in 4 quarters.
Slocum, Gordon & Co's iShares Preferred and Income Securities ETF position peaked at $28.1K in Q1 2023.
1,031 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2023.

Based on Slocum, Gordon & Co's 13F filing for Q4 2023, filed 14 Feb 2024.