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Thompson Siegel & Walmsley’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Thompson Siegel & Walmsley’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
2019
Q4 		– Sell
-400
Closed -$15K – 858
2019
Q3 		$15K Hold
400
– – ﹤0.01% 605
2019
Q2 		$15K Hold
400
– – ﹤0.01% 614
2019
Q1 		$15K Hold
400
– – ﹤0.01% 573
2018
Q4 		$14K Sell
400
-1,000
-71% -$35.4K ﹤0.01% 610
2018
Q3 		$52K Hold
1,400
– – ﹤0.01% 520
2018
Q2 		$53K Hold
1,400
– – ﹤0.01% 521
2018
Q1 		$53K Hold
1,400
– – ﹤0.01% 518
2017
Q4 		$53K Buy
+1,400
New +$53.7K ﹤0.01% 527
2014
Q3 		– Sell
-400
Closed -$16K – 700
2014
Q2 		$16K Buy
+400
New +$15.8K ﹤0.01% 571

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return