Doliver Advisors’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Doliver Advisors’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	-32,528	Closed	-$786K	–	327
2018 Q1	$786K	Buy	+32,528	New	+$813K	0.34%	34
2017 Q2	–	Sell	-9,680	Closed	-$237K	–	268
2017 Q1	$237K	Buy	+9,680	New	+$237K	0.19%	159
2016 Q3	–	Sell	-19,410	Closed	-$471K	–	208
2016 Q2	$471K	Buy	+19,410	New	+$462K	0.4%	85

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

Doliver Advisors's DFP Position: Q2 2018 in Review

Doliver Advisors sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2018, closing a stake of 32,528 shares — an estimated $786K sold.

Doliver Advisors first reported a position in DFP in Q2 2016 and held it in 3 quarters. The position peaked at $786K in Q1 2018. 49 funds tracked by Wall St. Rank hold DFP as of Q2 2018.

Doliver Advisors reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q2 2018 after selling out during the quarter.
Doliver Advisors sold 32,528 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2018, an estimated $786K.
Doliver Advisors first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q2 2016 and held it in 3 quarters.
Doliver Advisors's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $786K in Q1 2018.
49 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2018.

Based on Doliver Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.