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Transamerica Financial Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Transamerica Financial Advisors’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
2023
Q1 		– Sell
-494
Closed -$16K – 678
2022
Q4 		$16K Hold
494
– – ﹤0.01% 306
2022
Q3 		$16K Hold
494
– – ﹤0.01% 301
2022
Q2 		$17K Buy
+494
New +$16.7K ﹤0.01% 296
2019
Q3 		– Sell
-30
Closed -$2K – 406
2019
Q2 		$2K Buy
+30
New +$1.1K ﹤0.01% 395
2019
Q1 		– Sell
-28
Closed -$1K – 360
2018
Q4 		$1K Sell
28
-5
-15% -$177 ﹤0.01% 466
2018
Q3 		$2K Sell
33
-3,389
-99% -$127K ﹤0.01% 377
2018
Q2 		$130K Sell
3,422
-227
-6% -$8.46K 0.03% 198
2018
Q1 		$138K Sell
3,649
-100
-3% -$3.75K 0.02% 206
2017
Q4 		$143K Sell
3,749
-311
-8% -$11.9K 0.02% 217
2017
Q3 		$158K Sell
4,060
-1,484
-27% -$57.8K 0.02% 220
2017
Q2 		$218K Buy
5,544
+3,169
+133% +$123K 0.03% 209
2017
Q1 		$92K Sell
2,375
-288
-11% -$11K 0.01% 225
2016
Q4 		$100K Buy
2,663
+2,330
+700% +$88.5K 0.01% 216
2016
Q3 		$14K Hold
333
– – ﹤0.01% 248
2016
Q2 		$14K Sell
333
-20,838
-98% -$817K ﹤0.01% 245
2016
Q1 		$827K Sell
21,171
-69,508
-77% -$2.66M 0.07% 179
2015
Q4 		$3.52M Buy
90,679
+75,907
+514% +$2.95M 0.26% 78
2015
Q3 		$571K Buy
14,772
+2,979
+25% +$116K 0.05% 197
2015
Q2 		$462K Sell
11,793
-142
-1% -$5.63K 0.03% 232
2015
Q1 		$479K Buy
11,935
+11,933
+596,650% +$476K 0.03% 233
2014
Q4 		$1K Hold
2
– – ﹤0.01% 678
2014
Q3 		$1K Buy
2
+1
+100% +$40 ﹤0.01% 639
2014
Q2 		$1K Hold
1
– – ﹤0.01% 645
2014
Q1 		$1K Buy
+1
New +$38 ﹤0.01% 609
2013
Q3 		– Sell
-9,187
Closed -$361K – 625
2013
Q2 		$361K Buy
+9,187
New +$369K 0.06% 137

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Transamerica Financial Advisors's PFF Position: Q1 2023 in Review

Transamerica Financial Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2023, closing a stake of 494 shares — an estimated $16K sold.

Transamerica Financial Advisors first reported a position in PFF in Q2 2013 and held it in 25 quarters. The position peaked at $3.52M in Q4 2015. 952 funds tracked by Wall St. Rank hold PFF as of Q1 2023.

  • Transamerica Financial Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2023 after selling out during the quarter.
  • Transamerica Financial Advisors sold 494 iShares Preferred and Income Securities ETF shares in Q1 2023, an estimated $16K.
  • Transamerica Financial Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and held it in 25 quarters.
  • Transamerica Financial Advisors's iShares Preferred and Income Securities ETF position peaked at $3.52M in Q4 2015.
  • 952 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2023.

Based on Transamerica Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.