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

YorkBridge Wealth 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
2018 Q4	–	Sell	-70	Closed	-$3K	–	758
2018 Q3	$3K	Hold	70	–	–	﹤0.01%	691
2018 Q2	$3K	Hold	70	–	–	﹤0.01%	746
2018 Q1	$3K	Sell	70 -125	-64%	-$4.69K	﹤0.01%	738
2017 Q4	$7K	Buy	195 +11	+6%	+$422	﹤0.01%	670
2017 Q3	$7K	Buy	184 +24	+15%	+$935	﹤0.01%	677
2017 Q2	$6K	Hold	160	–	–	﹤0.01%	690
2017 Q1	$6K	Sell	160 -73	-31%	-$2.79K	﹤0.01%	673
2016 Q4	$9K	Buy	+233	New	+$8.85K	0.01%	613

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

YorkBridge Wealth Partners's PFF Position: Q4 2018 in Review

YorkBridge Wealth Partners sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2018, closing a stake of 70 shares — an estimated $3K sold.

YorkBridge Wealth Partners first reported a position in PFF in Q4 2016 and held it in 8 quarters. The position peaked at $9K in Q4 2016. 692 funds tracked by Wall St. Rank hold PFF as of Q4 2018.

YorkBridge Wealth Partners reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 70 iShares Preferred and Income Securities ETF shares in Q4 2018, an estimated $3K.
YorkBridge Wealth Partners first reported a position in iShares Preferred and Income Securities ETF in Q4 2016 and held it in 8 quarters.
YorkBridge Wealth Partners's iShares Preferred and Income Securities ETF position peaked at $9K in Q4 2016.
692 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.