Certified Advisory Corp’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-4,693	Closed	-$83K	–	580
2021 Q1	$83K	Buy	+4,693	New	+$86.3K	0.02%	281
2020 Q2	$65K	Buy	4,480 +78	+2%	+$1.09K	0.02%	265
2020 Q1	$53K	Buy	4,402 +69	+2%	+$1.02K	0.02%	266
2019 Q4	$67K	Buy	4,333 +65	+2%	+$1.01K	0.02%	277
2019 Q3	$64K	Buy	4,268 +67	+2%	+$1.01K	0.02%	284
2019 Q2	$62K	Buy	4,201 +70	+2%	+$976	0.02%	288
2019 Q1	$57K	Buy	4,131 +73	+2%	+$954	0.02%	281
2018 Q4	$47K	Buy	4,058 +74	+2%	+$905	0.02%	285
2018 Q3	$52K	Buy	3,984 +69	+2%	+$950	0.02%	291
2018 Q2	$53K	Sell	3,915 -1,438	-27%	-$19.4K	0.03%	275
2018 Q1	$72K	Buy	5,353 +91	+2%	+$1.27K	0.04%	223
2017 Q4	$78K	Buy	+5,262	New	+$80.7K	0.06%	182

Other funds holding PFD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Certified Advisory Corp's PFD Position: Q2 2021 in Review

Certified Advisory Corp sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q2 2021, closing a stake of 4,693 shares — an estimated $83K sold.

Certified Advisory Corp first reported a position in PFD in Q4 2017 and held it in 12 quarters. The position peaked at $83K in Q1 2021. 44 funds tracked by Wall St. Rank hold PFD as of Q2 2021.

Certified Advisory Corp reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 4,693 Flaherty & Crumrine Preferred and Income Fund shares in Q2 2021, an estimated $83K.
Certified Advisory Corp first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Flaherty & Crumrine Preferred and Income Fund position peaked at $83K in Q1 2021.
44 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.