Willingdon Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
Other funds holding PFF
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Willingdon Wealth Management's PFF Position: Q1 2020 in Review
Willingdon Wealth Management reduced its iShares Preferred and Income Securities ETF (PFF) stake by 2.1% in Q1 2020, selling an estimated $271K and leaving 344,828 shares worth $11M. The position accounts for 2.76% of the portfolio, ranked #5.
Willingdon Wealth Management first reported a position in PFF in Q1 2017 and has held it in 13 quarters since. The position peaked at $13.5M in Q4 2017. 790 funds tracked by Wall St. Rank hold PFF as of Q1 2020.
- Willingdon Wealth Management held 344,828 shares of iShares Preferred and Income Securities ETF worth $11M as of Q1 2020.
- Willingdon Wealth Management sold 7,561 iShares Preferred and Income Securities ETF shares in Q1 2020, an estimated $271K.
- iShares Preferred and Income Securities ETF made up 2.76% of Willingdon Wealth Management's portfolio in Q1 2020, its #5 holding.
- Willingdon Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q1 2017 and has held it in 13 quarters since.
- Willingdon Wealth Management's iShares Preferred and Income Securities ETF position peaked at $13.5M in Q4 2017.
- 790 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2020.
Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.