BMD
PFD

Better Money Decisions’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Better Money Decisions’s Portfolio PFD Stock Details PFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-200
Closed -$3K – 426
2021
Q3 		$3K Hold
200
– – ﹤0.01% 576
2021
Q2 		$3K Buy
+200
New +$3.51K ﹤0.01% 566

Other funds holding PFD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Better Money Decisions's PFD Position: Q4 2021 in Review

Better Money Decisions sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q4 2021, closing a stake of 200 shares — an estimated $3K sold.

Better Money Decisions first reported a position in PFD in Q2 2021 and held it in 2 quarters. The position peaked at $3K in Q3 2021. 44 funds tracked by Wall St. Rank hold PFD as of Q4 2021.

  • Better Money Decisions reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q4 2021 after selling out during the quarter.
  • Better Money Decisions sold 200 Flaherty & Crumrine Preferred and Income Fund shares in Q4 2021, an estimated $3K.
  • Better Money Decisions first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q2 2021 and held it in 2 quarters.
  • Better Money Decisions's Flaherty & Crumrine Preferred and Income Fund position peaked at $3K in Q3 2021.
  • 44 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q4 2021.

Based on Better Money Decisions's 13F filing for Q4 2021, filed 14 Feb 2022.