DWM
PFD

Destination Wealth Management’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Destination Wealth Management’s Portfolio PFD Stock Details PFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,519
Closed -$21K – 699
2019
Q1 		$21K Buy
+1,519
New +$19.8K ﹤0.01% 379

Other funds holding PFD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAS
Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Destination Wealth Management's PFD Position: Q2 2019 in Review

Destination Wealth Management sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q2 2019, closing a stake of 1,519 shares — an estimated $21K sold.

Destination Wealth Management first reported a position in PFD in Q1 2019 and held it in 1 quarter. The position peaked at $21K in Q1 2019. 32 funds tracked by Wall St. Rank hold PFD as of Q2 2019.

  • Destination Wealth Management reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q2 2019 after selling out during the quarter.
  • Destination Wealth Management sold 1,519 Flaherty & Crumrine Preferred and Income Fund shares in Q2 2019, an estimated $21K.
  • Destination Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q1 2019 and held it in 1 quarter.
  • Destination Wealth Management's Flaherty & Crumrine Preferred and Income Fund position peaked at $21K in Q1 2019.
  • 32 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.