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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return