CI
PFO

CX Institutional’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

CX Institutional’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
2022
Q3 		– Sell
-560
Closed -$5K – 953
2022
Q2 		$5K Buy
+560
New +$5.66K ﹤0.01% 1035
2021
Q4 		– Sell
-560
Closed -$7K – 757
2021
Q3 		$7K Buy
+560
New +$7.37K ﹤0.01% 859

Other funds holding PFO

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

CX Institutional's PFO Position: Q3 2022 in Review

CX Institutional sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q3 2022, closing a stake of 560 shares — an estimated $5K sold.

CX Institutional first reported a position in PFO in Q3 2021 and held it in 2 quarters. The position peaked at $7K in Q3 2021. 42 funds tracked by Wall St. Rank hold PFO as of Q3 2022.

  • CX Institutional reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q3 2022 after selling out during the quarter.
  • CX Institutional sold 560 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q3 2022, an estimated $5K.
  • CX Institutional first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q3 2021 and held it in 2 quarters.
  • CX Institutional's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $7K in Q3 2021.
  • 42 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q3 2022.

Based on CX Institutional's 13F filing for Q3 2022, filed 4 Nov 2022.