BWM
PFO

Baystate Wealth Management’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Baystate Wealth Management’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
2023
Q4 		$20K Buy
+2,514
New +$18.9K ﹤0.01% 559

Other funds holding PFO

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

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

Baystate Wealth Management opened a new position in Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q4 2023: 2,514 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #559 among its holdings.

47 funds tracked by Wall St. Rank hold PFO as of Q4 2023.

  • Baystate Wealth Management held 2,514 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $20K as of Q4 2023.
  • Flaherty & Crumrine Preferred and Income Opportunity Fund was a new Baystate Wealth Management position in Q4 2023.
  • Flaherty & Crumrine Preferred and Income Opportunity Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #559 holding.
  • 47 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q4 2023.

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