CIBC Private Wealth Group’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

CIBC Private Wealth Group’s Portfolio DFP Stock Details DFP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-4,120	Closed	-$100K	–	1987
2018 Q1	$100K	Hold	4,120	–	–	﹤0.01%	1020
2017 Q4	$110K	Buy	+4,120	New	+$109K	﹤0.01%	1020

Other funds holding DFP

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LWS

Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

RJFSA

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

CIBC Private Wealth Group's DFP Position: Q2 2018 in Review

CIBC Private Wealth Group sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2018, closing a stake of 4,120 shares — an estimated $100K sold.

CIBC Private Wealth Group first reported a position in DFP in Q4 2017 and held it in 2 quarters. The position peaked at $110K in Q4 2017. 49 funds tracked by Wall St. Rank hold DFP as of Q2 2018.

CIBC Private Wealth Group reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q2 2018 after selling out during the quarter.
CIBC Private Wealth Group sold 4,120 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2018, an estimated $100K.
CIBC Private Wealth Group first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2017 and held it in 2 quarters.
CIBC Private Wealth Group's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $110K in Q4 2017.
49 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2018.

Based on CIBC Private Wealth Group's 13F filing for Q2 2018, filed 2 Aug 2018.