FNBT
PFO

FineMark National Bank & Trust’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

FineMark National Bank & Trust’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
2013
Q4 		– Sell
-7,000
Closed -$71K – 1594
2013
Q3 		$71K Buy
+7,000
New +$72.6K 0.02% 494

Other funds holding PFO

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FineMark National Bank & Trust's PFO Position: Q4 2013 in Review

FineMark National Bank & Trust sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q4 2013, closing a stake of 7,000 shares — an estimated $71K sold.

FineMark National Bank & Trust first reported a position in PFO in Q3 2013 and held it in 1 quarter. The position peaked at $71K in Q3 2013. 26 funds tracked by Wall St. Rank hold PFO as of Q4 2013.

  • FineMark National Bank & Trust reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q4 2013 after selling out during the quarter.
  • FineMark National Bank & Trust sold 7,000 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q4 2013, an estimated $71K.
  • FineMark National Bank & Trust first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q3 2013 and held it in 1 quarter.
  • FineMark National Bank & Trust's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $71K in Q3 2013.
  • 26 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q4 2013.

Based on FineMark National Bank & Trust's 13F filing for Q4 2013, filed 12 Feb 2014.