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

WealthOne’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
2019
Q1 		– Sell
-2,874
Closed -$98K – 407
2018
Q4 		$98K Buy
+2,874
New +$102K 0.09% 124

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthOne's PFF Position: Q1 2019 in Review

WealthOne sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2019, closing a stake of 2,874 shares — an estimated $98K sold.

WealthOne first reported a position in PFF in Q4 2018 and held it in 1 quarter. The position peaked at $98K in Q4 2018. 712 funds tracked by Wall St. Rank hold PFF as of Q1 2019.

  • WealthOne reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 2,874 iShares Preferred and Income Securities ETF shares in Q1 2019, an estimated $98K.
  • WealthOne first reported a position in iShares Preferred and Income Securities ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's iShares Preferred and Income Securities ETF position peaked at $98K in Q4 2018.
  • 712 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.