Financial Management Network’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Financial Management Network’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
2024 Q1	–	Sell	-11,190	Closed	-$90.4K	–	162
2023 Q4	$90.4K	Buy	11,190 +126	+1%	+$946	0.03%	136
2023 Q3	$80.2K	Buy	+11,064	New	+$85.4K	0.03%	144
2022 Q4	–	Sell	-16,634	Closed	-$149K	–	140
2022 Q3	$149K	Buy	+16,634	New	+$161K	0.07%	130

Other funds holding PFO

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Financial Management Network's PFO Position: Q1 2024 in Review

Financial Management Network sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q1 2024, closing a stake of 11,190 shares — an estimated $90.4K sold.

Financial Management Network first reported a position in PFO in Q3 2022 and held it in 3 quarters. The position peaked at $149K in Q3 2022. 44 funds tracked by Wall St. Rank hold PFO as of Q1 2024.

Financial Management Network reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q1 2024 after selling out during the quarter.
Financial Management Network sold 11,190 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q1 2024, an estimated $90.4K.
Financial Management Network first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q3 2022 and held it in 3 quarters.
Financial Management Network's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $149K in Q3 2022.
44 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2024.

Based on Financial Management Network's 13F filing for Q1 2024, filed 22 Apr 2024.