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

Wealthfront’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
2015
Q4 		– Sell
-128
Closed -$5K – 834
2015
Q3 		$5K Buy
128
+96
+300% +$3.75K ﹤0.01% 1109
2015
Q2 		$1K Sell
32
-808
-96% -$32.1K ﹤0.01% 1248
2015
Q1 		$34K Sell
840
-110
-12% -$4.38K ﹤0.01% 509
2014
Q4 		$37K Buy
950
+794
+509% +$31.4K ﹤0.01% 510
2014
Q3 		$6K Buy
+156
New +$6.18K ﹤0.01% 551

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthfront's PFF Position: Q4 2015 in Review

Wealthfront sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2015, closing a stake of 128 shares — an estimated $5K sold.

Wealthfront first reported a position in PFF in Q3 2014 and held it in 5 quarters. The position peaked at $37K in Q4 2014. 530 funds tracked by Wall St. Rank hold PFF as of Q4 2015.

  • Wealthfront reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 128 iShares Preferred and Income Securities ETF shares in Q4 2015, an estimated $5K.
  • Wealthfront first reported a position in iShares Preferred and Income Securities ETF in Q3 2014 and held it in 5 quarters.
  • Wealthfront's iShares Preferred and Income Securities ETF position peaked at $37K in Q4 2014.
  • 530 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.