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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
Morgan Stanley
1
Morgan Stanley
New York
USD 1.7 M -USD 206 k -13,440 -11%
UBS Group
2
UBS Group
Switzerland
USD 1.04 M +USD 368 k +24,002 +57%
Invesco
3
Invesco
Georgia
USD 907 k +USD 10.6 k +691 +1%
Federation des caisses Desjardins du Quebec
4
Federation des caisses Desjardins du Quebec
Quebec, Canada
USD 820 k -USD 284 k -18,539 -26%
Wells Fargo
5
Wells Fargo
California
USD 622 k +USD 96.5 k +6,292 +19%
Bank of America
6
Bank of America
North Carolina
USD 549 k -USD 158 k -10,280 -23%
LPL Financial
7
LPL Financial
California
USD 432 k -USD 434 k -28,284 -51%
D.A. Davidson & Co
8
D.A. Davidson & Co
Montana
USD 398 k -USD 10.7 k -700 -3%
Covington Capital Management
9
Covington Capital Management
California
USD 307 k – – –
Private Advisor Group
10
Private Advisor Group
New Jersey
USD 274 k +USD 9.8 k +637 +4%
Curi RMB Capital
11
Curi RMB Capital
Illinois
USD 218 k +USD 212 k +13,827 Nuevas
Noesis Capital Mangement
12
Noesis Capital Mangement
Florida
USD 206 k +USD 200 k +13,064 Nuevas
Creative Planning
13
Creative Planning
Kansas
USD 170 k +USD 119 k +7,780 +259%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
USD 164 k +USD 160 k +10,412 Nuevas
Robinson Capital Management
15
Robinson Capital Management
Michigan
USD 117 k -USD 713 k -46,461 -86%
Ladenburg Thalmann Financial Services
16
Ladenburg Thalmann Financial Services
Florida
USD 114 k +USD 614 +40 +0.6%
Ruggie Capital Group
17
Ruggie Capital Group
Florida
USD 79 k +USD 76.7 k +5,000 Nuevas
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
USD 47 k +USD 45.5 k +2,967 Nuevas
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
USD 39 k +USD 10.7 k +700 +40%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
USD 37 k – – –
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
USD 28 k – – –
Winslow Evans & Crocker
22
Winslow Evans & Crocker
Massachusetts
USD 20.2 k -USD 15 -1 -0.1%
IFP Advisors
23
IFP Advisors
Florida
USD 14 k – – –
Advisor Group
24
Advisor Group
Arizona
USD 11 k -USD 706 -46 -6%
Geneos Wealth Management
25
Geneos Wealth Management
Colorado
USD 10 k – – –
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