ACS
PFO

Archford Capital Strategies’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Archford Capital Strategies’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
2017
Q2 		– Sell
-2,463
Closed -$29K – 501
2017
Q1 		$29K Buy
+2,463
New +$28.7K 0.01% 328

Other funds holding PFO

SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Archford Capital Strategies's PFO Position: Q2 2017 in Review

Archford Capital Strategies sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q2 2017, closing a stake of 2,463 shares — an estimated $29K sold.

Archford Capital Strategies first reported a position in PFO in Q1 2017 and held it in 1 quarter. The position peaked at $29K in Q1 2017. 31 funds tracked by Wall St. Rank hold PFO as of Q2 2017.

  • Archford Capital Strategies reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q2 2017 after selling out during the quarter.
  • Archford Capital Strategies sold 2,463 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q2 2017, an estimated $29K.
  • Archford Capital Strategies first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q1 2017 and held it in 1 quarter.
  • Archford Capital Strategies's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $29K in Q1 2017.
  • 31 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2017.

Based on Archford Capital Strategies's 13F filing for Q2 2017, filed 18 Aug 2017.