SEC 13F Intelligence

Fieldpoint Private Securities, LLC / PFF

Fieldpoint Private Securities, LLC’s Ishares Tr Position

Does Fieldpoint Private Securities, LLC own Ishares Tr (PFF)? Yes147.9K shares worth $5M (+1.41% of its 13F portfolio) as of Q2 2022, down from 154.9K shares the prior filed quarter.

Position Value
$5M
Q2 2022
Shares
147.9K
% of Portfolio
+1.41%
Quarters Held
15
currently held

Position History PFF

Reported value by quarter
Q4 ’18: $754,000Q4 ’18Q1 ’19: $805,000Q2 ’19: $751,000Q2 ’19Q3 ’19: $778,000Q4 ’19: $732,000Q4 ’19Q1 ’20: $616,000Q2 ’20: $761,000Q2 ’20Q3 ’20: $1MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $6MQ2 ’21Q3 ’21: $6MQ4 ’21: $6MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2022147.9K$5M+1.41%
Q1 2022154.9K$6M+1.16%
Q4 2021154.9K$6M+1.20%
Q3 2021151.1K$6M+1.30%
Q2 2021147.4K$6M+1.26%
Q1 2021115.8K$4M+1.04%
Q4 202091.6K$4M+0.80%
Q3 202028.7K$1M+0.31%
Q2 202022.0K$761,000+0.26%
Q1 202019.3K$616,000+0.24%
Q4 201919.5K$732,000+0.21%
Q3 201920.7K$778,000+0.28%
Q2 201920.4K$751,000+0.24%
Q1 201922.0K$805,000+0.33%
Q4 201822.0K$754,000+0.33%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fieldpoint Private Securities, LLC’s full portfolio or all institutional holders of PFF.