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

Triangle Securities 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
2018 Q4	–	Sell	-7,659	Closed	-$284K	–	143
2018 Q3	$284K	Hold	7,659	–	–	0.15%	124
2018 Q2	$289K	Sell	7,659 -765	-9%	-$28.5K	0.16%	123
2018 Q1	$316K	Buy	8,424 +550	+7%	+$20.6K	0.18%	114
2017 Q4	$300K	Hold	7,874	–	–	0.17%	117
2017 Q3	$306K	Sell	7,874 -50	-0.6%	-$1.95K	0.18%	113
2017 Q2	$310K	Hold	7,924	–	–	0.2%	105
2017 Q1	$307K	Buy	7,924 +260	+3%	+$9.94K	0.2%	107
2016 Q4	$285K	Sell	7,664 -1,705	-18%	-$64.8K	0.19%	106
2016 Q3	$370K	Buy	9,369 +240	+3%	+$9.58K	0.26%	96
2016 Q2	$364K	Sell	9,129 -420	-4%	-$16.5K	0.27%	91
2016 Q1	$373K	Buy	+9,549	New	+$365K	0.24%	99
2015 Q4	–	Sell	-7,869	Closed	-$304K	–	132
2015 Q3	$304K	Hold	7,869	–	–	0.23%	103
2015 Q2	$308K	Hold	7,869	–	–	0.22%	108
2015 Q1	$316K	Buy	7,869 +785	+11%	+$31.3K	0.22%	107
2014 Q4	$279K	Buy	7,084 +100	+1%	+$3.95K	0.2%	107
2014 Q3	$276K	Hold	6,984	–	–	0.21%	99
2014 Q2	$279K	Sell	6,984 -6,388	-48%	-$252K	0.21%	101
2014 Q1	$542K	Buy	13,372 +465	+4%	+$17.8K	0.49%	68
2013 Q4	$475K	Sell	12,907 -385	-3%	-$14.5K	0.39%	80
2013 Q3	$505K	Buy	13,292 +660	+5%	+$25.2K	0.44%	71
2013 Q2	$496K	Buy	+12,632	New	+$508K	0.37%	74

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Triangle Securities Wealth Management's PFF Position: Q4 2018 in Review

Triangle Securities Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2018, closing a stake of 7,659 shares — an estimated $284K sold.

Triangle Securities Wealth Management first reported a position in PFF in Q2 2013 and held it in 21 quarters. The position peaked at $542K in Q1 2014. 692 funds tracked by Wall St. Rank hold PFF as of Q4 2018.

Triangle Securities Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2018 after selling out during the quarter.
Triangle Securities Wealth Management sold 7,659 iShares Preferred and Income Securities ETF shares in Q4 2018, an estimated $284K.
Triangle Securities Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and held it in 21 quarters.
Triangle Securities Wealth Management's iShares Preferred and Income Securities ETF position peaked at $542K in Q1 2014.
692 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2018.

Based on Triangle Securities Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.