BWM
DFP

Baystate Wealth Management’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Baystate Wealth Management’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
2023
Q4 		$8.93K Buy
+502
New +$8.46K ﹤0.01% 753

Other funds holding DFP

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Baystate Wealth Management's DFP Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q4 2023: 502 shares worth $8.93K. The stake represents ﹤0.01% of the portfolio and ranks #753 among its holdings.

68 funds tracked by Wall St. Rank hold DFP as of Q4 2023.

  • Baystate Wealth Management held 502 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $8.93K as of Q4 2023.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund was a new Baystate Wealth Management position in Q4 2023.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #753 holding.
  • 68 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.