SG
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Swarthmore Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Swarthmore Group’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
2014
Q4 		– Sell
-12,330
Closed -$487K – 62
2014
Q3 		$487K Hold
12,330
– – 0.05% 39
2014
Q2 		$492K Buy
+12,330
New +$486K 0.05% 41
2014
Q1 		– Sell
-348,600
Closed -$12.8M – 58
2013
Q4 		$12.8M Buy
+348,600
New +$13.2M 1.49% 25

Other funds holding PFF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Swarthmore Group's PFF Position: Q4 2014 in Review

Swarthmore Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2014, closing a stake of 12,330 shares — an estimated $487K sold.

Swarthmore Group first reported a position in PFF in Q4 2013 and held it in 3 quarters. The position peaked at $12.8M in Q4 2013. 465 funds tracked by Wall St. Rank hold PFF as of Q4 2014.

  • Swarthmore Group reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2014 after selling out during the quarter.
  • Swarthmore Group sold 12,330 iShares Preferred and Income Securities ETF shares in Q4 2014, an estimated $487K.
  • Swarthmore Group first reported a position in iShares Preferred and Income Securities ETF in Q4 2013 and held it in 3 quarters.
  • Swarthmore Group's iShares Preferred and Income Securities ETF position peaked at $12.8M in Q4 2013.
  • 465 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2014.

Based on Swarthmore Group's 13F filing for Q4 2014, filed 21 Jan 2015.