CA
DFP

Calton & Associates’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-473
Closed -$12K – 542
2017
Q4 		$12K Buy
+473
New +$12.5K ﹤0.01% 1011

Other funds holding DFP

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LWS
Lucia Wealth Services San Diego, California $426M AUM 19.43% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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

Calton & Associates's DFP Position: Q1 2018 in Review

Calton & Associates sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q1 2018, closing a stake of 473 shares — an estimated $12K sold.

Calton & Associates first reported a position in DFP in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 49 funds tracked by Wall St. Rank hold DFP as of Q1 2018.

  • Calton & Associates reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 473 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2018, an estimated $12K.
  • Calton & Associates first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $12K in Q4 2017.
  • 49 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.