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

Cetera Advisor Networks’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
2020 Q3	–	Sell	-1,810	Closed	-$20K	–	2515
2020 Q2	$20K	Sell	1,810 -31,900	-95%	-$353K	﹤0.01%	2392
2020 Q1	$334K	Buy	+33,710	New	+$394K	0.01%	766
2019 Q3	–	Sell	-16,660	Closed	-$196K	–	1231
2019 Q2	$196K	Sell	16,660 -4,896	-23%	-$56.3K	0.01%	1106
2019 Q1	$241K	Sell	21,556 -2,800	-11%	-$31.7K	0.01%	975
2018 Q4	$259K	Hold	24,356	–	–	0.01%	823
2018 Q3	$283K	Sell	24,356 -11,350	-32%	-$131K	0.01%	896
2018 Q2	$384K	Buy	+35,706	New	+$384K	0.02%	556
2018 Q1	–	Sell	-34,106	Closed	-$405K	–	952
2017 Q4	$405K	Buy	34,106 +11,696	+52%	+$141K	0.02%	636
2017 Q3	$277K	Buy	+22,410	New	+$275K	0.01%	713

Other funds holding PFO

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Cetera Advisor Networks's PFO Position: Q3 2020 in Review

Cetera Advisor Networks sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q3 2020, closing a stake of 1,810 shares — an estimated $20K sold.

Cetera Advisor Networks first reported a position in PFO in Q3 2017 and held it in 9 quarters. The position peaked at $405K in Q4 2017. 38 funds tracked by Wall St. Rank hold PFO as of Q3 2020.

Cetera Advisor Networks reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q3 2020 after selling out during the quarter.
Cetera Advisor Networks sold 1,810 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q3 2020, an estimated $20K.
Cetera Advisor Networks first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q3 2017 and held it in 9 quarters.
Cetera Advisor Networks's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $405K in Q4 2017.
38 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q3 2020.

Based on Cetera Advisor Networks's 13F filing for Q3 2020, filed 13 Nov 2020.