Cerity Partners
PFO

Cerity Partners’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Cerity Partners’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
2023
Q2 		– Sell
-20,131
Closed -$166K – 1880
2023
Q1 		$166K Buy
+20,131
New +$181K ﹤0.01% 1737

Other funds holding PFO

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cerity Partners's PFO Position: Q2 2023 in Review

Cerity Partners sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q2 2023, closing a stake of 20,131 shares — an estimated $166K sold.

Cerity Partners first reported a position in PFO in Q1 2023 and held it in 1 quarter. The position peaked at $166K in Q1 2023. 37 funds tracked by Wall St. Rank hold PFO as of Q2 2023.

  • Cerity Partners reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q2 2023 after selling out during the quarter.
  • Cerity Partners sold 20,131 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q2 2023, an estimated $166K.
  • Cerity Partners first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q1 2023 and held it in 1 quarter.
  • Cerity Partners's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $166K in Q1 2023.
  • 37 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2023.

Based on Cerity Partners's 13F filing for Q2 2023, filed 14 Aug 2023.