CS
DFP

Capital Square’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Capital Square’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
2020
Q2 		– Sell
-3,575
Closed -$72K – 174
2020
Q1 		$72K Buy
+3,575
New +$89.4K 0.08% 172

Other funds holding DFP

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

Capital Square's DFP Position: Q2 2020 in Review

Capital Square sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2020, closing a stake of 3,575 shares — an estimated $72K sold.

Capital Square first reported a position in DFP in Q1 2020 and held it in 1 quarter. The position peaked at $72K in Q1 2020. 55 funds tracked by Wall St. Rank hold DFP as of Q2 2020.

  • Capital Square reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q2 2020 after selling out during the quarter.
  • Capital Square sold 3,575 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2020, an estimated $72K.
  • Capital Square first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2020 and held it in 1 quarter.
  • Capital Square's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $72K in Q1 2020.
  • 55 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2020.

Based on Capital Square's 13F filing for Q2 2020, filed 27 Jul 2020.