AWM
PFO

Adams Wealth Management’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Adams Wealth Management’s Portfolio PFO Stock Details PFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,340
Closed -$28K – 262
2020
Q3 		$28K Buy
+2,340
New +$27.8K 0.02% 132

Other funds holding PFO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Adams Wealth Management's PFO Position: Q4 2020 in Review

Adams Wealth Management sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q4 2020, closing a stake of 2,340 shares — an estimated $28K sold.

Adams Wealth Management first reported a position in PFO in Q3 2020 and held it in 1 quarter. The position peaked at $28K in Q3 2020. 39 funds tracked by Wall St. Rank hold PFO as of Q4 2020.

  • Adams Wealth Management reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 2,340 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q4 2020, an estimated $28K.
  • Adams Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $28K in Q3 2020.
  • 39 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.