Advisory Resource Group’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Advisory Resource Group’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
2019 Q1	–	Sell	-10,661	Closed	-$217K	–	75
2018 Q4	$217K	Buy	+10,661	New	+$229K	0.13%	58

Other funds holding DFP

RJA

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

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

LWS

Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Advisory Resource Group's DFP Position: Q1 2019 in Review

Advisory Resource Group sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q1 2019, closing a stake of 10,661 shares — an estimated $217K sold.

Advisory Resource Group first reported a position in DFP in Q4 2018 and held it in 1 quarter. The position peaked at $217K in Q4 2018. 54 funds tracked by Wall St. Rank hold DFP as of Q1 2019.

Advisory Resource Group reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q1 2019 after selling out during the quarter.
Advisory Resource Group sold 10,661 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2019, an estimated $217K.
Advisory Resource Group first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2018 and held it in 1 quarter.
Advisory Resource Group's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $217K in Q4 2018.
54 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2019.

Based on Advisory Resource Group's 13F filing for Q1 2019, filed 20 May 2019.