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Wealth & Pension Services Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Wealth & Pension Services Group’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
-32,822
Closed -$1.22M – 108
2018
Q3 		$1.22M Buy
32,822
+14,874
+83% +$558K 1.22% 24
2018
Q2 		$677K Buy
+17,948
New +$669K 0.86% 27

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Wealth & Pension Services Group's PFF Position: Q4 2018 in Review

Wealth & Pension Services Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2018, closing a stake of 32,822 shares — an estimated $1.22M sold.

Wealth & Pension Services Group first reported a position in PFF in Q2 2018 and held it in 2 quarters. The position peaked at $1.22M in Q3 2018. 692 funds tracked by Wall St. Rank hold PFF as of Q4 2018.

  • Wealth & Pension Services Group reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2018 after selling out during the quarter.
  • Wealth & Pension Services Group sold 32,822 iShares Preferred and Income Securities ETF shares in Q4 2018, an estimated $1.22M.
  • Wealth & Pension Services Group first reported a position in iShares Preferred and Income Securities ETF in Q2 2018 and held it in 2 quarters.
  • Wealth & Pension Services Group's iShares Preferred and Income Securities ETF position peaked at $1.22M in Q3 2018.
  • 692 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2018.

Based on Wealth & Pension Services Group's 13F filing for Q4 2018, filed 14 Feb 2019.