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icono de PFD

Flaherty & Crumrine Preferred and Income Fund
PFD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 1.23 M +USD 493 k +37,829 +68%
UBS Group
2
UBS Group
Switzerland
USD 581 k +USD 33.4 k +2,560 +6%
Curi RMB Capital
3
Curi RMB Capital
Illinois
USD 506 k -USD 93 k -7,141 -15%
Bank of America
4
Bank of America
North Carolina
USD 369 k +USD 65 k +4,989 +21%
D.A. Davidson & Co
5
D.A. Davidson & Co
Montana
USD 348 k – – –
Private Advisor Group
6
Private Advisor Group
New Jersey
USD 339 k +USD 9.2 k +706 +3%
Morgan Stanley
7
Morgan Stanley
New York
USD 325 k +USD 114 k +8,782 +54%
Covington Capital Management
8
Covington Capital Management
California
USD 229 k – – –
Wells Fargo
9
Wells Fargo
California
USD 204 k +USD 20.8 k +1,594 +11%
Citigroup
10
Citigroup
New York
USD 157 k +USD 158 k +12,149 Nuevas
Oxbow Advisors
11
Oxbow Advisors
Texas
USD 144 k +USD 1.51 k +116 +1%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
USD 31 k – – –
Ladenburg Thalmann Financial Services
13
Ladenburg Thalmann Financial Services
Florida
USD 29 k -USD 19.5 k -1,500 -39%
Creative Planning
14
Creative Planning
Kansas
USD 26 k – – –
IFP Advisors
15
IFP Advisors
Florida
USD 26 k +USD 26.1 k +2,000 Nuevas
American International Group
16
American International Group
New York
USD 25 k +USD 182 +14 +0.8%
MSI Financial Services
17
MSI Financial Services
Massachusetts
USD 25 k +USD 326 +25 +1%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
USD 24 k – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
USD 20 k +USD 2.61 k +200 +14%
Mosaic Family Wealth
20
Mosaic Family Wealth
Missouri
USD 18 k +USD 18.7 k +1,436 Nuevas
Winslow Evans & Crocker
21
Winslow Evans & Crocker
Massachusetts
USD 11.4 k – – –
Noesis Capital Mangement
22
Noesis Capital Mangement
Florida
– -USD 201 k -16,000 Cerradas
Wolverine Asset Management
23
Wolverine Asset Management
Illinois
– -USD 186 k -14,846 Cerradas
First City Capital Management
24
First City Capital Management
Georgia
– -USD 6.6 k -643 Cerradas
Windsor Capital Management
25
Windsor Capital Management
Arizona
– -USD 2 k -200 Cerradas
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