Advisory Services Network’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Advisory Services Network’s Portfolio PFD Stock Details PFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,171	Closed	-$11.6K	–	3030
2023 Q4	$11.6K	Buy	+1,171	New	+$11K	﹤0.01%	2795
2023 Q2	–	Sell	-2,042	Closed	-$21.7K	–	3019
2023 Q1	$21.7K	Hold	2,042	–	–	﹤0.01%	2491
2022 Q4	$22.7K	Buy	+2,042	New	+$22.4K	﹤0.01%	2390
2021 Q3	–	Sell	-2,482	Closed	-$41K	–	2708
2021 Q2	$41K	Buy	+2,482	New	+$43.6K	﹤0.01%	2111

Other funds holding PFD

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

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

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

Advisory Services Network's PFD Position: Q1 2024 in Review

Advisory Services Network sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q1 2024, closing a stake of 1,171 shares — an estimated $11.6K sold.

Advisory Services Network first reported a position in PFD in Q2 2021 and held it in 4 quarters. The position peaked at $41K in Q2 2021. 43 funds tracked by Wall St. Rank hold PFD as of Q1 2024.

Advisory Services Network reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 1,171 Flaherty & Crumrine Preferred and Income Fund shares in Q1 2024, an estimated $11.6K.
Advisory Services Network first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q2 2021 and held it in 4 quarters.
Advisory Services Network's Flaherty & Crumrine Preferred and Income Fund position peaked at $41K in Q2 2021.
43 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.