Sunflower Bank Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Sunflower Bank Wealth Management’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
2020 Q3	$805K	Sell	22,095 -6,918	-24%	-$249K	0.27%	50
2020 Q2	$1M	Buy	29,013 +1,713	+6%	+$58.4K	0.34%	45
2020 Q1	$869K	Sell	27,300 -1,410	-5%	-$50.6K	0.33%	47
2019 Q4	$1.08M	Sell	28,710 -1,240	-4%	-$46.3K	0.33%	47
2019 Q3	$1.12M	Buy	29,950 +8,065	+37%	+$300K	0.36%	45
2019 Q2	$806K	Sell	21,885 -450	-2%	-$16.5K	0.26%	59
2019 Q1	$816K	Sell	22,335 -4,295	-16%	-$154K	0.25%	59
2018 Q4	$911K	Sell	26,630 -1,210	-4%	-$42.9K	0.29%	52
2018 Q3	$1.03M	Sell	27,840 -1,100	-4%	-$41.3K	0.29%	52
2018 Q2	$1.09M	Sell	28,940 -17,595	-38%	-$655K	0.32%	47
2018 Q1	$1.75M	Sell	46,535 -2,780	-6%	-$104K	0.48%	36
2017 Q4	$1.88M	Buy	+49,315	New	+$1.89M	0.51%	35

Other funds holding PFF

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sunflower Bank Wealth Management's PFF Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 24% in Q3 2020, selling an estimated $249K and leaving 22,095 shares worth $805K. The position accounts for 0.27% of the portfolio, ranked #50.

Sunflower Bank Wealth Management first reported a position in PFF in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.88M in Q4 2017. 814 funds tracked by Wall St. Rank hold PFF as of Q3 2020.

Sunflower Bank Wealth Management held 22,095 shares of iShares Preferred and Income Securities ETF worth $805K as of Q3 2020.
Sunflower Bank Wealth Management sold 6,918 iShares Preferred and Income Securities ETF shares in Q3 2020, an estimated $249K.
iShares Preferred and Income Securities ETF made up 0.27% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #50 holding.
Sunflower Bank Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and has held it in 12 quarters since.
Sunflower Bank Wealth Management's iShares Preferred and Income Securities ETF position peaked at $1.88M in Q4 2017.
814 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.