BC
PFO

Burleson & Co’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Burleson & Co’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
2022
Q4 		– Sell
-1,250
Closed -$11K – 444
2022
Q3 		$11K Hold
1,250
– – ﹤0.01% 278
2022
Q2 		$12K Hold
1,250
– – ﹤0.01% 257
2022
Q1 		$14K Buy
+1,250
New +$14.4K ﹤0.01% 254

Other funds holding PFO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Burleson & Co's PFO Position: Q4 2022 in Review

Burleson & Co sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q4 2022, closing a stake of 1,250 shares — an estimated $11K sold.

Burleson & Co first reported a position in PFO in Q1 2022 and held it in 3 quarters. The position peaked at $14K in Q1 2022. 43 funds tracked by Wall St. Rank hold PFO as of Q4 2022.

  • Burleson & Co reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q4 2022 after selling out during the quarter.
  • Burleson & Co sold 1,250 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q4 2022, an estimated $11K.
  • Burleson & Co first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q1 2022 and held it in 3 quarters.
  • Burleson & Co's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $14K in Q1 2022.
  • 43 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.