Financial Management Professionals’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Financial Management Professionals’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
2022 Q3	–	Sell	-869	Closed	-$19K	–	956
2022 Q2	$19K	Buy	+869	New	+$20.1K	﹤0.01%	359
2020 Q4	–	Sell	-200	Closed	-$5K	–	641
2020 Q3	$5K	Hold	200	–	–	﹤0.01%	401
2020 Q2	$5K	Sell	200 -250	-56%	-$5.96K	﹤0.01%	383
2020 Q1	$9K	Sell	450 -500	-53%	-$12.5K	﹤0.01%	173
2019 Q4	$25K	Sell	950 -1,200	-56%	-$31.6K	0.01%	136
2019 Q3	$56K	Hold	2,150	–	–	0.02%	93
2019 Q2	$54K	Hold	2,150	–	–	0.02%	93
2019 Q1	$51K	Hold	2,150	–	–	0.02%	92
2018 Q4	$44K	Hold	2,150	–	–	0.03%	88
2018 Q3	$50K	Hold	2,150	–	–	0.02%	89
2018 Q2	$50K	Hold	2,150	–	–	0.02%	91
2018 Q1	$52K	Buy	+2,150	New	+$53.8K	0.03%	89

Other funds holding DFP

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

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

1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Financial Management Professionals's DFP Position: Q3 2022 in Review

Financial Management Professionals sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q3 2022, closing a stake of 869 shares — an estimated $19K sold.

Financial Management Professionals first reported a position in DFP in Q1 2018 and held it in 12 quarters. The position peaked at $56K in Q3 2019. 54 funds tracked by Wall St. Rank hold DFP as of Q3 2022.

Financial Management Professionals reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q3 2022 after selling out during the quarter.
Financial Management Professionals sold 869 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q3 2022, an estimated $19K.
Financial Management Professionals first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2018 and held it in 12 quarters.
Financial Management Professionals's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $56K in Q3 2019.
54 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q3 2022.

Based on Financial Management Professionals's 13F filing for Q3 2022, filed 27 Oct 2022.