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WMS Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

WMS Partners’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
2021
Q1 		– Sell
-6,000
Closed -$231K – 245
2020
Q4 		$231K Sell
6,000
-4,000
-40% -$149K 0.04% 219
2020
Q3 		$365K Buy
+10,000
New +$360K 0.07% 147

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WMS Partners's PFF Position: Q1 2021 in Review

WMS Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2021, closing a stake of 6,000 shares — an estimated $231K sold.

WMS Partners first reported a position in PFF in Q3 2020 and held it in 2 quarters. The position peaked at $365K in Q3 2020. 953 funds tracked by Wall St. Rank hold PFF as of Q1 2021.

  • WMS Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2021 after selling out during the quarter.
  • WMS Partners sold 6,000 iShares Preferred and Income Securities ETF shares in Q1 2021, an estimated $231K.
  • WMS Partners first reported a position in iShares Preferred and Income Securities ETF in Q3 2020 and held it in 2 quarters.
  • WMS Partners's iShares Preferred and Income Securities ETF position peaked at $365K in Q3 2020.
  • 953 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2021.

Based on WMS Partners's 13F filing for Q1 2021, filed 14 May 2021.