AIA
PFO

Alera Investment Advisors’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Alera Investment Advisors’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
2019
Q2 		– Sell
-400
Closed -$4K – 745
2019
Q1 		$4K Buy
+400
New +$4.52K ﹤0.01% 687

Other funds holding PFO

Morgan Stanley
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Alera Investment Advisors's PFO Position: Q2 2019 in Review

Alera Investment Advisors sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q2 2019, closing a stake of 400 shares — an estimated $4K sold.

Alera Investment Advisors first reported a position in PFO in Q1 2019 and held it in 1 quarter. The position peaked at $4K in Q1 2019. 37 funds tracked by Wall St. Rank hold PFO as of Q2 2019.

  • Alera Investment Advisors reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 400 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q2 2019, an estimated $4K.
  • Alera Investment Advisors first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q1 2019 and held it in 1 quarter.
  • Alera Investment Advisors's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $4K in Q1 2019.
  • 37 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.