Washington Trust Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Washington Trust 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 Q4	–	Sell	-129	Closed	-$3.89K	–	693
2023 Q3	$3.89K	Hold	129	–	–	﹤0.01%	580
2023 Q2	$3.99K	Hold	129	–	–	﹤0.01%	573
2023 Q1	$4.03K	Hold	129	–	–	﹤0.01%	643
2022 Q4	$3.94K	Hold	129	–	–	﹤0.01%	639
2022 Q3	$4K	Hold	129	–	–	﹤0.01%	764
2022 Q2	$4K	Hold	129	–	–	﹤0.01%	792
2022 Q1	$5K	Hold	129	–	–	﹤0.01%	823
2021 Q4	$5K	Buy	+129	New	+$5.01K	﹤0.01%	855

Other funds holding PFF

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Washington Trust Advisors's PFF Position: Q4 2023 in Review

Washington Trust Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2023, closing a stake of 129 shares — an estimated $3.89K sold.

Washington Trust Advisors first reported a position in PFF in Q4 2021 and held it in 8 quarters. The position peaked at $5K in Q1 2022. 1,031 funds tracked by Wall St. Rank hold PFF as of Q4 2023.

Washington Trust Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2023 after selling out during the quarter.
Washington Trust Advisors sold 129 iShares Preferred and Income Securities ETF shares in Q4 2023, an estimated $3.89K.
Washington Trust Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 8 quarters.
Washington Trust Advisors's iShares Preferred and Income Securities ETF position peaked at $5K in Q1 2022.
1,031 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2023.

Based on Washington Trust Advisors's 13F filing for Q4 2023, filed 18 Jan 2024.