AIS
DFP

Accurate Investment Solutions’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Accurate Investment Solutions’s Portfolio DFP Stock Details DFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-250
Closed -$6K – 403
2018
Q2 		$6K Buy
+250
New +$5.89K ﹤0.01% 318

Other funds holding DFP

OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LWS
Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Accurate Investment Solutions's DFP Position: Q3 2018 in Review

Accurate Investment Solutions sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q3 2018, closing a stake of 250 shares — an estimated $6K sold.

Accurate Investment Solutions first reported a position in DFP in Q2 2018 and held it in 1 quarter. The position peaked at $6K in Q2 2018. 48 funds tracked by Wall St. Rank hold DFP as of Q3 2018.

  • Accurate Investment Solutions reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q3 2018 after selling out during the quarter.
  • Accurate Investment Solutions sold 250 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q3 2018, an estimated $6K.
  • Accurate Investment Solutions first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q2 2018 and held it in 1 quarter.
  • Accurate Investment Solutions's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $6K in Q2 2018.
  • 48 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q3 2018.

Based on Accurate Investment Solutions's 13F filing for Q3 2018, filed 5 Oct 2018.