Claraphi Advisory Network’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Claraphi Advisory Network’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
2020 Q2	–	Sell	-3,021	Closed	-$61K	–	482
2020 Q1	$61K	Buy	+3,021	New	+$75.6K	0.03%	435
2019 Q4	–	Sell	-4,218	Closed	-$110K	–	228
2019 Q3	$110K	Buy	+4,218	New	+$108K	0.07%	241

Other funds holding DFP

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

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

1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return

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

PAG

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

Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

Claraphi Advisory Network's DFP Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2020, closing a stake of 3,021 shares — an estimated $61K sold.

Claraphi Advisory Network first reported a position in DFP in Q3 2019 and held it in 2 quarters. The position peaked at $110K in Q3 2019. 55 funds tracked by Wall St. Rank hold DFP as of Q2 2020.

Claraphi Advisory Network reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 3,021 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2020, an estimated $61K.
Claraphi Advisory Network first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q3 2019 and held it in 2 quarters.
Claraphi Advisory Network's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $110K in Q3 2019.
55 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.