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

Winchester Group’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 		$1.08M Hold
28,400
– – 0.24% 103
2013
Q2 		$1.11M Buy
+28,400
New +$1.14M 0.24% 101

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Winchester Group's PFF Position: Q3 2013 in Review

Winchester Group held its iShares Preferred and Income Securities ETF (PFF) position steady in Q3 2013 at 28,400 shares worth $1.08M. The position accounts for 0.24% of the portfolio, ranked #103.

Winchester Group first reported a position in PFF in Q2 2013 and has held it in 2 quarters since. The position peaked at $1.11M in Q2 2013. 348 funds tracked by Wall St. Rank hold PFF as of Q3 2013.

  • Winchester Group held 28,400 shares of iShares Preferred and Income Securities ETF worth $1.08M as of Q3 2013.
  • Winchester Group left its iShares Preferred and Income Securities ETF share count unchanged in Q3 2013.
  • iShares Preferred and Income Securities ETF made up 0.24% of Winchester Group's portfolio in Q3 2013, its #103 holding.
  • Winchester Group first reported a position in iShares Preferred and Income Securities ETF in Q2 2013 and has held it in 2 quarters since.
  • Winchester Group's iShares Preferred and Income Securities ETF position peaked at $1.11M in Q2 2013.
  • 348 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.