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WP Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

WP Advisors’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
2017
Q4 		– Sell
-272,789
Closed -$10.6M – 70
2017
Q3 		$10.6M Sell
272,789
-22,172
-8% -$864K 8% 1
2017
Q2 		$11.6M Buy
294,961
+7,124
+2% +$277K 8.37% 2
2017
Q1 		$11.1M Buy
287,837
+15,008
+6% +$574K 7% 3
2016
Q4 		$10.2M Buy
+272,829
New +$10.4M 7.09% 3

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WP Advisors's PFF Position: Q4 2017 in Review

WP Advisors sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2017, closing a stake of 272,789 shares — an estimated $10.6M sold.

WP Advisors first reported a position in PFF in Q4 2016 and held it in 4 quarters. The position peaked at $11.6M in Q2 2017. 717 funds tracked by Wall St. Rank hold PFF as of Q4 2017.

  • WP Advisors reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2017 after selling out during the quarter.
  • WP Advisors sold 272,789 iShares Preferred and Income Securities ETF shares in Q4 2017, an estimated $10.6M.
  • WP Advisors first reported a position in iShares Preferred and Income Securities ETF in Q4 2016 and held it in 4 quarters.
  • WP Advisors's iShares Preferred and Income Securities ETF position peaked at $11.6M in Q2 2017.
  • 717 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2017.

Based on WP Advisors's 13F filing for Q4 2017, filed 5 Feb 2018.