Taylor Hoffman Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Taylor Hoffman 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	–	Sell	-350	Closed	-$12K	–	290
2020 Q2	$12K	Buy	+350	New	+$11.9K	0.01%	282
2020 Q1	–	Sell	-350	Closed	-$13K	–	302
2019 Q4	$13K	Hold	350	–	–	0.01%	295
2019 Q3	$13K	Hold	350	–	–	0.01%	289
2019 Q2	$13K	Hold	350	–	–	0.01%	273
2019 Q1	$13K	Hold	350	–	–	0.01%	274
2018 Q4	$12K	Sell	350 -200	-36%	-$7.08K	0.01%	274
2018 Q3	$20K	Hold	550	–	–	0.02%	236
2018 Q2	$21K	Sell	550 -1,469	-73%	-$54.7K	0.02%	224
2018 Q1	$76K	Sell	2,019 -12,966	-87%	-$487K	0.07%	152
2017 Q4	$570K	Buy	+14,985	New	+$575K	0.55%	50

Other funds holding PFF

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Taylor Hoffman Wealth Management's PFF Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2020, closing a stake of 350 shares — an estimated $12K sold.

Taylor Hoffman Wealth Management first reported a position in PFF in Q4 2017 and held it in 10 quarters. The position peaked at $570K in Q4 2017. 815 funds tracked by Wall St. Rank hold PFF as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 350 iShares Preferred and Income Securities ETF shares in Q3 2020, an estimated $12K.
Taylor Hoffman Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's iShares Preferred and Income Securities ETF position peaked at $570K in Q4 2017.
815 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.