American Portfolios Advisors’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

American Portfolios Advisors’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
2022 Q3	$55.7K	Hold	5,251	–	–	﹤0.01%	1636
2022 Q2	$65.9K	Buy	5,251 +658	+14%	+$8.32K	﹤0.01%	1613
2022 Q1	$63.7K	Sell	4,593 -550	-11%	-$8.33K	﹤0.01%	1764
2021 Q4	$90K	Buy	5,143 +2,850	+124%	+$47.7K	﹤0.01%	1566
2021 Q3	$36.1K	Sell	2,293 -314	-12%	-$5.14K	﹤0.01%	1960
2021 Q2	$43.5K	Buy	2,607 +1,080	+71%	+$19K	﹤0.01%	1798
2021 Q1	$27.1K	Buy	1,527 +95	+7%	+$1.75K	﹤0.01%	1902
2020 Q4	$27.1K	Buy	1,432 +742	+108%	+$13.5K	﹤0.01%	1681
2020 Q3	$11.4K	Hold	690	–	–	﹤0.01%	1935
2020 Q2	$10K	Hold	690	–	–	﹤0.01%	1919
2020 Q1	$8.33K	Buy	+690	New	+$10.2K	﹤0.01%	1886

Other funds holding PFD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

DADC

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

American Portfolios Advisors's PFD Position: Q3 2022 in Review

American Portfolios Advisors held its Flaherty & Crumrine Preferred and Income Fund (PFD) position steady in Q3 2022 at 5,251 shares worth $55.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

American Portfolios Advisors first reported a position in PFD in Q1 2020 and has held it in 11 quarters since. The position peaked at $90K in Q4 2021. 37 funds tracked by Wall St. Rank hold PFD as of Q3 2022.

American Portfolios Advisors held 5,251 shares of Flaherty & Crumrine Preferred and Income Fund worth $55.7K as of Q3 2022.
American Portfolios Advisors left its Flaherty & Crumrine Preferred and Income Fund share count unchanged in Q3 2022.
Flaherty & Crumrine Preferred and Income Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1636 holding.
American Portfolios Advisors first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q1 2020 and has held it in 11 quarters since.
American Portfolios Advisors's Flaherty & Crumrine Preferred and Income Fund position peaked at $90K in Q4 2021.
37 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.