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Winslow Evans & Crocker’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$95K Buy
+2,479
New +$92.6K 0.02% 445
2020
Q1 		– Sell
-1,854
Closed -$70K – 1160
2019
Q4 		$70K Sell
1,854
-324
-15% -$12.1K 0.02% 447
2019
Q3 		$82K Buy
2,178
+452
+26% +$16.8K 0.02% 425
2019
Q2 		$64K Sell
1,726
-152
-8% -$5.57K 0.02% 469
2019
Q1 		$70K Buy
1,878
+1,052
+127% +$37.8K 0.02% 436
2018
Q4 		$30K Sell
826
-1,214
-60% -$43K 0.01% 557
2018
Q3 		$76K Buy
2,040
+98
+5% +$3.68K 0.02% 417
2018
Q2 		$74K Sell
1,942
-190
-9% -$7.08K 0.02% 426
2018
Q1 		$80K Sell
2,132
-304
-12% -$11.4K 0.03% 392
2017
Q4 		$92.7K Sell
2,436
-650
-21% -$25K 0.03% 380
2017
Q3 		$120K Sell
3,086
-152
-5% -$5.92K 0.04% 332
2017
Q2 		$127K Buy
3,238
+362
+13% +$14.1K 0.03% 386
2017
Q1 		$111K Buy
2,876
+398
+16% +$15.2K 0.03% 397
2016
Q4 		$92.2K Sell
2,478
-412
-14% -$15.7K 0.03% 421
2016
Q3 		$114K Buy
2,890
+570
+25% +$22.7K 0.03% 382
2016
Q2 		$92.5K Buy
2,320
+58
+3% +$2.27K 0.03% 399
2016
Q1 		$88.3K Buy
2,262
+166
+8% +$6.35K 0.03% 394
2015
Q4 		$81.4K Sell
2,096
-456
-18% -$17.7K 0.02% 438
2015
Q3 		$98.5K Buy
2,552
+1,010
+65% +$39.5K 0.03% 392
2015
Q2 		$60.4K Buy
1,542
+776
+101% +$30.8K 0.02% 510
2015
Q1 		$30.7K Hold
766
– – 0.01% 641
2014
Q4 		$30.2K Hold
766
– – 0.01% 640
2014
Q3 		$30.3K Sell
766
-100
-12% -$3.96K 0.01% 662
2014
Q2 		$34.6K Hold
866
– – 0.01% 565
2014
Q1 		$33.8K Hold
866
– – 0.01% 562
2013
Q4 		$32K Buy
+866
New +$32.7K 0.01% 590

Other funds holding PFF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Winslow Evans & Crocker's PFF Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in iShares Preferred and Income Securities ETF (PFF) in Q4 2020: 2,479 shares worth $95K. The stake represents 0.02% of the portfolio and ranks #445 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in PFF as recently as Q4 2019.

Winslow Evans & Crocker first reported a position in PFF in Q4 2013 and has held it in 26 quarters since. The position peaked at $127K in Q2 2017. 961 funds tracked by Wall St. Rank hold PFF as of Q4 2020.

  • Winslow Evans & Crocker held 2,479 shares of iShares Preferred and Income Securities ETF worth $95K as of Q4 2020.
  • iShares Preferred and Income Securities ETF was a new Winslow Evans & Crocker position in Q4 2020.
  • iShares Preferred and Income Securities ETF made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #445 holding.
  • Winslow Evans & Crocker first reported a position in iShares Preferred and Income Securities ETF in Q4 2013 and has held it in 26 quarters since.
  • Winslow Evans & Crocker's iShares Preferred and Income Securities ETF position peaked at $127K in Q2 2017.
  • 961 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.