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

WFG 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
2017 Q2	$510K	Sell	13,009 -2,561	-16%	-$99.7K	0.12%	199
2017 Q1	$603K	Sell	15,570 -5,110	-25%	-$195K	0.16%	145
2016 Q4	$770K	Sell	20,680 -359	-2%	-$13.6K	0.19%	141
2016 Q3	$831K	Sell	21,039 -1,093	-5%	-$43.6K	0.21%	118
2016 Q2	$883K	Buy	22,132 +1,455	+7%	+$57K	0.24%	106
2016 Q1	$807K	Buy	20,677 +1,442	+7%	+$55.1K	0.23%	106
2015 Q4	$747K	Buy	19,235 +2,414	+14%	+$94K	0.22%	111
2015 Q3	$649K	Sell	16,821 -2,438	-13%	-$95.3K	0.2%	115
2015 Q2	$754K	Buy	19,259 +881	+5%	+$34.9K	0.21%	115
2015 Q1	$737K	Sell	18,378 -2,861	-13%	-$114K	0.21%	114
2014 Q4	$838K	Sell	21,239 -280	-1%	-$11.1K	0.17%	136
2014 Q3	$850K	Sell	21,519 -356	-2%	-$14.1K	0.16%	157
2014 Q2	$873K	Buy	21,875 +1,105	+5%	+$43.6K	0.16%	151
2014 Q1	$811K	Sell	20,770 -2,731	-12%	-$104K	0.16%	157
2013 Q4	$866K	Buy	23,501 +399	+2%	+$15.1K	0.12%	195
2013 Q3	$878K	Sell	23,102 -10,815	-32%	-$413K	0.14%	178
2013 Q2	$1.33M	Buy	+33,917	New	+$1.36M	0.22%	115

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WFG Advisors's PFF Position: Q2 2017 in Review

WFG Advisors reduced its iShares Preferred and Income Securities ETF (PFF) stake by 16% in Q2 2017, selling an estimated $99.7K and leaving 13,009 shares worth $510K. The position accounts for 0.12% of the portfolio, ranked #199.

WFG Advisors first reported a position in PFF in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.33M in Q2 2013. 633 funds tracked by Wall St. Rank hold PFF as of Q2 2017.

WFG Advisors held 13,009 shares of iShares Preferred and Income Securities ETF worth $510K as of Q2 2017.
WFG Advisors sold 2,561 iShares Preferred and Income Securities ETF shares in Q2 2017, an estimated $99.7K.
iShares Preferred and Income Securities ETF made up 0.12% of WFG Advisors's portfolio in Q2 2017, its #199 holding.
WFG Advisors first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's iShares Preferred and Income Securities ETF position peaked at $1.33M in Q2 2013.
633 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.