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Whitnell & Co’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Whitnell & Co’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
2013
Q3 		– Sell
-299
Closed -$12K – 346
2013
Q2 		$12K Buy
+299
New +$12K 0.01% 268

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Whitnell & Co's PFF Position: Q3 2013 in Review

Whitnell & Co sold out of iShares Preferred and Income Securities ETF (PFF) in Q3 2013, closing a stake of 299 shares — an estimated $12K sold.

Whitnell & Co first reported a position in PFF in Q2 2013 and held it in 1 quarter. The position peaked at $12K in Q2 2013. 348 funds tracked by Wall St. Rank hold PFF as of Q3 2013.

  • Whitnell & Co reported no remaining iShares Preferred and Income Securities ETF position as of Q3 2013 after selling out during the quarter.
  • Whitnell & Co sold 299 iShares Preferred and Income Securities ETF shares in Q3 2013, an estimated $12K.
  • Whitnell & Co first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and held it in 1 quarter.
  • Whitnell & Co's iShares Preferred and Income Securities ETF position peaked at $12K in Q2 2013.
  • 348 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2013.

Based on Whitnell & Co's 13F filing for Q3 2013, filed 12 Nov 2013.