Advisornet Financial’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Advisornet Financial’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
2022 Q1	–	Sell	-10,925	Closed	-$139K	–	2150
2021 Q4	$139K	Hold	10,925	–	–	0.01%	690
2021 Q3	$140K	Hold	10,925	–	–	0.01%	680
2021 Q2	$146K	Hold	10,925	–	–	0.01%	680
2021 Q1	$144K	Hold	10,925	–	–	0.01%	651
2020 Q4	$143K	Buy	10,925 +3,625	+50%	+$45.2K	0.01%	589
2020 Q3	$87K	Hold	7,300	–	–	0.01%	712
2020 Q2	$81K	Hold	7,300	–	–	0.01%	737
2020 Q1	$72K	Hold	7,300	–	–	0.01%	686
2019 Q4	$90K	Hold	7,300	–	–	0.01%	713
2019 Q3	$89K	Hold	7,300	–	–	0.01%	713
2019 Q2	$85K	Hold	7,300	–	–	0.01%	658
2019 Q1	$82K	Hold	7,300	–	–	0.01%	604
2018 Q4	$77K	Hold	7,300	–	–	0.01%	586
2018 Q3	$85K	Hold	7,300	–	–	0.01%	589
2018 Q2	$78K	Hold	7,300	–	–	0.01%	586
2018 Q1	$79K	Buy	+7,300	New	+$81.4K	0.01%	589

Other funds holding PFO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SXL

Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisornet Financial's PFO Position: Q1 2022 in Review

Advisornet Financial sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q1 2022, closing a stake of 10,925 shares — an estimated $139K sold.

Advisornet Financial first reported a position in PFO in Q1 2018 and held it in 16 quarters. The position peaked at $146K in Q2 2021. 38 funds tracked by Wall St. Rank hold PFO as of Q1 2022.

Advisornet Financial reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q1 2022 after selling out during the quarter.
Advisornet Financial sold 10,925 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q1 2022, an estimated $139K.
Advisornet Financial first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q1 2018 and held it in 16 quarters.
Advisornet Financial's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $146K in Q2 2021.
38 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2022.

Based on Advisornet Financial's 13F filing for Q1 2022, filed 14 Apr 2022.