BIAS
DFP

Beacon Investment Advisory Services’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Beacon Investment Advisory Services’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
2017
Q4 		– Sell
-8,713
Closed -$231K – 252
2017
Q3 		$231K Buy
+8,713
New +$230K 0.02% 244

Other funds holding DFP

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
LWS
Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

Beacon Investment Advisory Services's DFP Position: Q4 2017 in Review

Beacon Investment Advisory Services sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q4 2017, closing a stake of 8,713 shares — an estimated $231K sold.

Beacon Investment Advisory Services first reported a position in DFP in Q3 2017 and held it in 1 quarter. The position peaked at $231K in Q3 2017. 45 funds tracked by Wall St. Rank hold DFP as of Q4 2017.

  • Beacon Investment Advisory Services reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q4 2017 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 8,713 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q4 2017, an estimated $231K.
  • Beacon Investment Advisory Services first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q3 2017 and held it in 1 quarter.
  • Beacon Investment Advisory Services's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $231K in Q3 2017.
  • 45 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q4 2017.

Based on Beacon Investment Advisory Services's 13F filing for Q4 2017, filed 2 Feb 2018.