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PFD

Cedar Hill Associates’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Cedar Hill Associates’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
2018
Q1 		– Sell
-59,100
Closed -$698K – 149
2017
Q4 		$698K Buy
+59,100
New +$906K 0.12% 89

Other funds holding PFD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Cedar Hill Associates's PFD Position: Q1 2018 in Review

Cedar Hill Associates sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q1 2018, closing a stake of 59,100 shares — an estimated $698K sold.

Cedar Hill Associates first reported a position in PFD in Q4 2017 and held it in 1 quarter. The position peaked at $698K in Q4 2017. 32 funds tracked by Wall St. Rank hold PFD as of Q1 2018.

  • Cedar Hill Associates reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q1 2018 after selling out during the quarter.
  • Cedar Hill Associates sold 59,100 Flaherty & Crumrine Preferred and Income Fund shares in Q1 2018, an estimated $698K.
  • Cedar Hill Associates first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q4 2017 and held it in 1 quarter.
  • Cedar Hill Associates's Flaherty & Crumrine Preferred and Income Fund position peaked at $698K in Q4 2017.
  • 32 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q1 2018.

Based on Cedar Hill Associates's 13F filing for Q1 2018, filed 1 May 2018.