Cetera Advisor Networks’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Cetera Advisor Networks’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
2023 Q2	–	Sell	-13,599	Closed	-$144K	–	2690
2023 Q1	$144K	Sell	13,599 -188	-1%	-$2.2K	﹤0.01%	2389
2022 Q4	$153K	Buy	13,787 +13	+0.1%	+$143	﹤0.01%	2323
2022 Q3	$146K	Buy	13,774 +14	+0.1%	+$171	﹤0.01%	1910
2022 Q2	$173K	Buy	13,760 +760	+6%	+$9.61K	﹤0.01%	1888
2022 Q1	$180K	Buy	+13,000	New	+$197K	﹤0.01%	1919
2021 Q4	–	Sell	-16,549	Closed	-$261K	–	2107
2021 Q3	$261K	Buy	16,549 +3,707	+29%	+$60.6K	﹤0.01%	1627
2021 Q2	$214K	Buy	+12,842	New	+$226K	﹤0.01%	1726
2020 Q3	–	Sell	-9,216	Closed	-$134K	–	2508
2020 Q2	$134K	Buy	+9,216	New	+$129K	﹤0.01%	1342

Other funds holding PFD

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

PWS

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

Cetera Advisor Networks's PFD Position: Q2 2023 in Review

Cetera Advisor Networks sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q2 2023, closing a stake of 13,599 shares — an estimated $144K sold.

Cetera Advisor Networks first reported a position in PFD in Q2 2020 and held it in 8 quarters. The position peaked at $261K in Q3 2021. 33 funds tracked by Wall St. Rank hold PFD as of Q2 2023.

Cetera Advisor Networks reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q2 2023 after selling out during the quarter.
Cetera Advisor Networks sold 13,599 Flaherty & Crumrine Preferred and Income Fund shares in Q2 2023, an estimated $144K.
Cetera Advisor Networks first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q2 2020 and held it in 8 quarters.
Cetera Advisor Networks's Flaherty & Crumrine Preferred and Income Fund position peaked at $261K in Q3 2021.
33 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2023.

Based on Cetera Advisor Networks's 13F filing for Q2 2023, filed 10 Aug 2023.