Stanford Investment Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Stanford Investment Group’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
2017 Q1	–	Sell	-4,045	Closed	-$151K	–	201
2016 Q4	$151K	Sell	4,045 -8,364	-67%	-$318K	0.07%	63
2016 Q3	$490K	Hold	12,409	–	–	0.23%	33
2016 Q2	$495K	Hold	12,409	–	–	0.25%	29
2016 Q1	$484K	Buy	12,409 +2,021	+19%	+$77.3K	0.27%	27
2015 Q4	$404K	Buy	10,388 +9,388	+939%	+$365K	0.22%	34
2015 Q3	$39K	Hold	1,000	–	–	0.03%	137
2015 Q2	$39K	Hold	1,000	–	–	0.03%	150
2015 Q1	$40K	Hold	1,000	–	–	0.03%	154
2014 Q4	$39K	Buy	+1,000	New	+$39.5K	0.03%	157

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stanford Investment Group's PFF Position: Q1 2017 in Review

Stanford Investment Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2017, closing a stake of 4,045 shares — an estimated $151K sold.

Stanford Investment Group first reported a position in PFF in Q4 2014 and held it in 9 quarters. The position peaked at $495K in Q2 2016. 634 funds tracked by Wall St. Rank hold PFF as of Q1 2017.

Stanford Investment Group reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 4,045 iShares Preferred and Income Securities ETF shares in Q1 2017, an estimated $151K.
Stanford Investment Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's iShares Preferred and Income Securities ETF position peaked at $495K in Q2 2016.
634 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.