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Strategic Point Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Strategic Point 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
2018
Q1 		– Sell
-328,617
Closed -$12.5M – 20
2017
Q4 		$12.5M Sell
328,617
-15,449
-4% -$593K 4.9% 7
2017
Q3 		$13.4M Buy
344,066
+4,082
+1% +$159K 4.97% 6
2017
Q2 		$13.3M Buy
339,984
+1,598
+0.5% +$62.2K 5.19% 6
2017
Q1 		$13.1M Sell
338,386
-1,278
-0.4% -$48.9K 98.28% 1
2016
Q4 		$12.6M Buy
339,664
+3,893
+1% +$148K 5.18% 7
2016
Q3 		$13.3M Buy
335,771
+421
+0.1% +$16.8K 5.79% 7
2016
Q2 		$13.4M Buy
+335,350
New +$13.1M 5.98% 7

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return