CRC
DFP

Curi RMB Capital’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Curi RMB Capital’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
2019
Q1 		– Sell
-26,737
Closed -$545K – 810
2018
Q4 		$545K Buy
+26,737
New +$573K 0.01% 612

Other funds holding DFP

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LWS
Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Curi RMB Capital's DFP Position: Q1 2019 in Review

Curi RMB Capital sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q1 2019, closing a stake of 26,737 shares — an estimated $545K sold.

Curi RMB Capital first reported a position in DFP in Q4 2018 and held it in 1 quarter. The position peaked at $545K in Q4 2018. 54 funds tracked by Wall St. Rank hold DFP as of Q1 2019.

  • Curi RMB Capital reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q1 2019 after selling out during the quarter.
  • Curi RMB Capital sold 26,737 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2019, an estimated $545K.
  • Curi RMB Capital first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2018 and held it in 1 quarter.
  • Curi RMB Capital's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $545K in Q4 2018.
  • 54 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2019.

Based on Curi RMB Capital's 13F filing for Q1 2019, filed 15 May 2019.