Sunnymeath Asset Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Sunnymeath Asset 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
2016 Q4	$17K	Buy	+455	New	+$17.3K	0.02%	119
2016 Q3	–	Sell	-655	Closed	-$26K	–	148
2016 Q2	$26K	Hold	655	–	–	0.04%	115
2016 Q1	$25K	Hold	655	–	–	0.04%	113
2015 Q4	$25K	Buy	+655	New	+$25.5K	0.04%	88

Other funds holding PFF

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sunnymeath Asset Management's PFF Position: Q4 2016 in Review

Sunnymeath Asset Management opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q4 2016: 455 shares worth $17K. The stake represents 0.02% of the portfolio and ranks #119 among its holdings. This is a return to the name: Sunnymeath Asset Management previously reported a position in PFF as recently as Q2 2016.

Sunnymeath Asset Management first reported a position in PFF in Q4 2015 and has held it in 4 quarters since. The position peaked at $26K in Q2 2016. 611 funds tracked by Wall St. Rank hold PFF as of Q4 2016.

Sunnymeath Asset Management held 455 shares of iShares Preferred and Income Securities ETF worth $17K as of Q4 2016.
iShares Preferred and Income Securities ETF was a new Sunnymeath Asset Management position in Q4 2016.
iShares Preferred and Income Securities ETF made up 0.02% of Sunnymeath Asset Management's portfolio in Q4 2016, its #119 holding.
Sunnymeath Asset Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2015 and has held it in 4 quarters since.
Sunnymeath Asset Management's iShares Preferred and Income Securities ETF position peaked at $26K in Q2 2016.
611 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2016.

Based on Sunnymeath Asset Management's 13F filing for Q4 2016, filed 13 Jan 2017.