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United Asset Strategies’s iShares Preferred and Income Securities ETF PFF Stock Holding History

United Asset Strategies’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
2020
Q2 		– Sell
-62,283
Closed -$1.98M – 199
2020
Q1 		$1.98M Buy
+62,283
New +$2.23M 0.49% 53

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

United Asset Strategies's PFF Position: Q2 2020 in Review

United Asset Strategies sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2020, closing a stake of 62,283 shares — an estimated $1.98M sold.

United Asset Strategies first reported a position in PFF in Q1 2020 and held it in 1 quarter. The position peaked at $1.98M in Q1 2020. 804 funds tracked by Wall St. Rank hold PFF as of Q2 2020.

  • United Asset Strategies reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2020 after selling out during the quarter.
  • United Asset Strategies sold 62,283 iShares Preferred and Income Securities ETF shares in Q2 2020, an estimated $1.98M.
  • United Asset Strategies first reported a position in iShares Preferred and Income Securities ETF in Q1 2020 and held it in 1 quarter.
  • United Asset Strategies's iShares Preferred and Income Securities ETF position peaked at $1.98M in Q1 2020.
  • 804 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2020.

Based on United Asset Strategies's 13F filing for Q2 2020, filed 3 Aug 2020.