United Capital Management of KS’s iShares Preferred and Income Securities ETF PFF Stock Holding History

United Capital Management of KS’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	-64,283	Closed	-$2.05M	–	87
2020 Q1	$2.05M	Sell	64,283 -11,160	-15%	-$400K	1.72%	24
2019 Q4	$2.84M	Buy	75,443 +67	+0.1%	+$2.5K	1.8%	13
2019 Q3	$2.81M	Sell	75,376 -72	-0.1%	-$2.68K	2.05%	13
2019 Q2	$2.78M	Sell	75,448 -7,745	-9%	-$284K	2.1%	12
2019 Q1	$3.05M	Sell	83,193 -7,267	-8%	-$261K	2.39%	8
2018 Q4	$3.1M	Sell	90,460 -3,332	-4%	-$118K	2.87%	5
2018 Q3	$3.48M	Buy	+93,792	New	+$3.52M	2.8%	8

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

United Capital Management of KS's PFF Position: Q2 2020 in Review

United Capital Management of KS sold out of iShares Preferred and Income Securities ETF (PFF) in Q2 2020, closing a stake of 64,283 shares — an estimated $2.05M sold.

United Capital Management of KS first reported a position in PFF in Q3 2018 and held it in 7 quarters. The position peaked at $3.48M in Q3 2018. 804 funds tracked by Wall St. Rank hold PFF as of Q2 2020.

United Capital Management of KS reported no remaining iShares Preferred and Income Securities ETF position as of Q2 2020 after selling out during the quarter.
United Capital Management of KS sold 64,283 iShares Preferred and Income Securities ETF shares in Q2 2020, an estimated $2.05M.
United Capital Management of KS first reported a position in iShares Preferred and Income Securities ETF in Q3 2018 and held it in 7 quarters.
United Capital Management of KS's iShares Preferred and Income Securities ETF position peaked at $3.48M in Q3 2018.
804 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2020.

Based on United Capital Management of KS's 13F filing for Q2 2020, filed 17 Jul 2020.