FMII
DFP

Farmers & Merchants Investments Inc’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Farmers & Merchants Investments Inc’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
Q4 		– Sell
-1,000
Closed -$26K – 848
2019
Q3 		$26K Buy
+1,000
New +$25.6K ﹤0.01% 393

Other funds holding DFP

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Farmers & Merchants Investments Inc's DFP Position: Q4 2019 in Review

Farmers & Merchants Investments Inc sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q4 2019, closing a stake of 1,000 shares — an estimated $26K sold.

Farmers & Merchants Investments Inc first reported a position in DFP in Q3 2019 and held it in 1 quarter. The position peaked at $26K in Q3 2019. 55 funds tracked by Wall St. Rank hold DFP as of Q4 2019.

  • Farmers & Merchants Investments Inc reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q4 2019 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 1,000 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q4 2019, an estimated $26K.
  • Farmers & Merchants Investments Inc first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q3 2019 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $26K in Q3 2019.
  • 55 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q4 2019.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2019, filed 21 Jan 2020.