Tortoise Investment Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,600
Closed -$50K 794
2023
Q1
$50K Hold
1,600
0.01% 337
2022
Q4
$48.8K Hold
1,600
0.01% 335
2022
Q3
$51K Hold
1,600
0.01% 311
2022
Q2
$53K Hold
1,600
0.01% 292
2022
Q1
$58K Buy
+1,600
New +$58.8K 0.01% 287
2017
Q2
Sell
-636
Closed -$25K 509
2017
Q1
$25K Buy
+636
New +$24.3K 0.01% 257

Other funds holding PFF

Tortoise Investment Management's PFF Position: Q2 2023 in Review

Tortoise Investment Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2023, closing a stake of 1,600 shares — an estimated $50K sold.

Tortoise Investment Management first reported a position in PFF in Q1 2017 and held it in 6 quarters. The position peaked at $58K in Q1 2022. 960 funds tracked by Wall St. Rank hold PFF as of Q2 2023.

  • Tortoise Investment Management reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2023 after selling out during the quarter.
  • Tortoise Investment Management sold 1,600 iShares Preferred and Income Securities ETF shares in Q2 2023, an estimated $50K.
  • Tortoise Investment Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2017 and held it in 6 quarters.
  • Tortoise Investment Management's iShares Preferred and Income Securities ETF position peaked at $58K in Q1 2022.
  • 960 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2023.

Based on Tortoise Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.