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Woodard & Company Asset Management Group’s Global X US Preferred ETF PFFD Stock Holding History

Woodard & Company Asset Management Group’s Portfolio PFFD Stock Details PFFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-296,281
Closed -$7.34M – 109
2020
Q3 		$7.34M Buy
296,281
+45,000
+18% +$1.1M 4.8% 5
2020
Q2 		$5.91M Sell
251,281
-9,275
-4% -$216K 3.99% 6
2020
Q1 		$5.7M Buy
+260,556
New +$6.28M 4.1% 6

Other funds holding PFFD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BFS
Bard Financial Services Branford, Connecticut $911M AUM 19.14% 1-Year Est. Return
TPW
Tiller Private Wealth Bethlehem, Pennsylvania $319M AUM 23.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Woodard & Company Asset Management Group's PFFD Position: Q4 2020 in Review

Woodard & Company Asset Management Group sold out of Global X US Preferred ETF (PFFD) in Q4 2020, closing a stake of 296,281 shares — an estimated $7.34M sold.

Woodard & Company Asset Management Group first reported a position in PFFD in Q1 2020 and held it in 3 quarters. The position peaked at $7.34M in Q3 2020. 133 funds tracked by Wall St. Rank hold PFFD as of Q4 2020.

  • Woodard & Company Asset Management Group reported no remaining Global X US Preferred ETF position as of Q4 2020 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 296,281 Global X US Preferred ETF shares in Q4 2020, an estimated $7.34M.
  • Woodard & Company Asset Management Group first reported a position in Global X US Preferred ETF in Q1 2020 and held it in 3 quarters.
  • Woodard & Company Asset Management Group's Global X US Preferred ETF position peaked at $7.34M in Q3 2020.
  • 133 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q4 2020.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2020, filed 3 Feb 2021.