BPA
DFP

Beacon Pointe Advisors’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Beacon Pointe Advisors’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 		– Sell
-28,982
Closed -$486K – 1340
2023
Q3 		$486K Buy
+28,982
New +$508K 0.01% 888

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

Beacon Pointe Advisors's DFP Position: Q4 2023 in Review

Beacon Pointe Advisors sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q4 2023, closing a stake of 28,982 shares — an estimated $486K sold.

Beacon Pointe Advisors first reported a position in DFP in Q3 2023 and held it in 1 quarter. The position peaked at $486K in Q3 2023. 68 funds tracked by Wall St. Rank hold DFP as of Q4 2023.

  • Beacon Pointe Advisors reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q4 2023 after selling out during the quarter.
  • Beacon Pointe Advisors sold 28,982 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q4 2023, an estimated $486K.
  • Beacon Pointe Advisors first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q3 2023 and held it in 1 quarter.
  • Beacon Pointe Advisors's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $486K in Q3 2023.
  • 68 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q4 2023.

Based on Beacon Pointe Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.