Stevens First Principles Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Stevens First Principles Investment 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
2017 Q3	–	Sell	-45	Closed	-$2K	–	189
2017 Q2	$2K	Buy	+45	New	+$1.75K	﹤0.01%	172

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Stevens First Principles Investment Advisors's PFF Position: Q3 2017 in Review

Stevens First Principles Investment Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2017, closing a stake of 45 shares — an estimated $2K sold.

Stevens First Principles Investment Advisors first reported a position in PFF in Q2 2017 and held it in 1 quarter. The position peaked at $2K in Q2 2017. 653 funds tracked by Wall St. Rank hold PFF as of Q3 2017.

Stevens First Principles Investment Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2017 after selling out during the quarter.
Stevens First Principles Investment Advisors sold 45 iShares Preferred and Income Securities ETF shares in Q3 2017, an estimated $2K.
Stevens First Principles Investment Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2017 and held it in 1 quarter.
Stevens First Principles Investment Advisors's iShares Preferred and Income Securities ETF position peaked at $2K in Q2 2017.
653 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2017.

Based on Stevens First Principles Investment Advisors's 13F filing for Q3 2017, filed 3 Nov 2017.