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Truepoint Inc’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Truepoint Inc’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
Q1 		– Sell
-8,313
Closed -$316K – 106
2017
Q4 		$316K Sell
8,313
-7,962
-49% -$306K 0.03% 72
2017
Q3 		$632K Sell
16,275
-2,157
-12% -$84K 0.06% 45
2017
Q2 		$722K Buy
18,432
+234
+1% +$9.11K 0.07% 38
2017
Q1 		$704K Buy
18,198
+559
+3% +$21.4K 0.08% 41
2016
Q4 		$679K Buy
+17,639
New +$670K 0.08% 43

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Truepoint Inc's PFF Position: Q1 2018 in Review

Truepoint Inc sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2018, closing a stake of 8,313 shares — an estimated $316K sold.

Truepoint Inc first reported a position in PFF in Q4 2016 and held it in 5 quarters. The position peaked at $722K in Q2 2017. 704 funds tracked by Wall St. Rank hold PFF as of Q1 2018.

  • Truepoint Inc reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2018 after selling out during the quarter.
  • Truepoint Inc sold 8,313 iShares Preferred and Income Securities ETF shares in Q1 2018, an estimated $316K.
  • Truepoint Inc first reported a position in iShares Preferred and Income Securities ETF in Q4 2016 and held it in 5 quarters.
  • Truepoint Inc's iShares Preferred and Income Securities ETF position peaked at $722K in Q2 2017.
  • 704 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2018.

Based on Truepoint Inc's 13F filing for Q1 2018, filed 8 May 2018.