BI
PFO

Bulldog Investors’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Bulldog Investors’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
2024
Q4 		– Sell
-47,814
Closed -$450K – 161
2024
Q3 		$450K Buy
+47,814
New +$423K 0.15% 89

Other funds holding PFO

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return

Bulldog Investors's PFO Position: Q4 2024 in Review

Bulldog Investors sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q4 2024, closing a stake of 47,814 shares — an estimated $450K sold.

Bulldog Investors first reported a position in PFO in Q3 2024 and held it in 1 quarter. The position peaked at $450K in Q3 2024. 44 funds tracked by Wall St. Rank hold PFO as of Q4 2024.

  • Bulldog Investors reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q4 2024 after selling out during the quarter.
  • Bulldog Investors sold 47,814 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q4 2024, an estimated $450K.
  • Bulldog Investors first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q3 2024 and held it in 1 quarter.
  • Bulldog Investors's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $450K in Q3 2024.
  • 44 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q4 2024.

Based on Bulldog Investors's 13F filing for Q4 2024, filed 14 Feb 2025.