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icono de PFO

Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Fifth Third Bancorp
1
Fifth Third Bancorp
Ohio
USD 1.89 M -USD 891 k -81,044 -32%
Morgan Stanley
2
Morgan Stanley
New York
USD 1.57 M -USD 7.07 k -643 -0.5%
CHA
3
Cedar Hill Associates
Illinois
USD 1.15 M – – –
LPL Financial
4
LPL Financial
California
USD 898 k +USD 75.8 k +6,897 +9%
Covington Capital Management
5
Covington Capital Management
California
USD 592 k -USD 5.5 k -500 -0.9%
Guggenheim Capital
6
Guggenheim Capital
Illinois
USD 492 k -USD 75.8 k -6,893 -13%
Wells Fargo
7
Wells Fargo
California
USD 345 k +USD 35.4 k +3,225 +12%
IFP Advisors
8
IFP Advisors
Florida
USD 300 k +USD 297 k +27,000 Nuevas
Citigroup
9
Citigroup
New York
USD 249 k +USD 155 k +14,103 +170%
First Allied Advisory Services
10
First Allied Advisory Services
California
USD 224 k +USD 33.1 k +3,014 +18%
Invesco
11
Invesco
Georgia
USD 177 k +USD 175 k +15,904 Nuevas
AIA
12
Allegis Investment Advisors
Idaho
USD 175 k +USD 173 k +15,702 Nuevas
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
USD 162 k +USD 27.5 k +2,500 +21%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
USD 145 k -USD 87.3 k -7,941 -38%
Mosaic Family Wealth
15
Mosaic Family Wealth
Missouri
USD 145 k +USD 98.4 k +8,957 +219%
Cetera Advisors
16
Cetera Advisors
Colorado
USD 139 k – – –
Clifford Swan Investment Counsel
17
Clifford Swan Investment Counsel
California
USD 139 k – – –
Horizon Kinetics
18
Horizon Kinetics
New York
USD 137 k +USD 135 k +12,290 Nuevas
US Bancorp
19
US Bancorp
Minnesota
USD 127 k +USD 31.1 k +2,830 +33%
SII Investments
20
SII Investments
Wisconsin
USD 121 k – – –
D.A. Davidson & Co
21
D.A. Davidson & Co
Montana
USD 102 k +USD 102 k +9,245 Nuevas
Bank of America
22
Bank of America
North Carolina
USD 75 k -USD 13.4 k -1,223 -15%
UBS Group
23
UBS Group
Switzerland
USD 50 k -USD 78.8 k -7,167 -61%
Synovus Financial
24
Synovus Financial
Georgia
USD 42 k – – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
USD 39 k +USD 10.1 k +915 +36%
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