Stuart Chaussee & Associates’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Stuart Chaussee & Associates’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 Q4	–	Sell	-370,093	Closed	-$13.7M	–	128
2018 Q3	$13.7M	Sell	370,093 -5,150	-1%	-$193K	8.7%	5
2018 Q2	$14.2M	Sell	375,243 -763	-0.2%	-$28.4K	9.53%	5
2018 Q1	$14.1M	Buy	+376,006	New	+$14.1M	58.46%	1
2017 Q3	–	Sell	-186,738	Closed	-$7.32M	–	101
2017 Q2	$7.32M	Buy	+186,738	New	+$7.27M	5.44%	7

Other funds holding PFF

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

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Stuart Chaussee & Associates's PFF Position: Q4 2018 in Review

Stuart Chaussee & Associates sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2018, closing a stake of 370,093 shares — an estimated $13.7M sold.

Stuart Chaussee & Associates first reported a position in PFF in Q2 2017 and held it in 4 quarters. The position peaked at $14.2M in Q2 2018. 692 funds tracked by Wall St. Rank hold PFF as of Q4 2018.

Stuart Chaussee & Associates reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2018 after selling out during the quarter.
Stuart Chaussee & Associates sold 370,093 iShares Preferred and Income Securities ETF shares in Q4 2018, an estimated $13.7M.
Stuart Chaussee & Associates first reported a position in iShares Preferred and Income Securities ETF in Q2 2017 and held it in 4 quarters.
Stuart Chaussee & Associates's iShares Preferred and Income Securities ETF position peaked at $14.2M in Q2 2018.
692 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2018.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2018, filed 11 Jan 2019.