First Allied Advisory Services’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$182K Buy
11,026
+845
+8% +$13.2K 0.01% 1087
2020
Q2
$148K Hold
10,181
0.01% 1041
2020
Q1
$123K Buy
+10,181
New +$150K 0.01% 989

Other funds holding PFD

First Allied Advisory Services's PFD Position: Q3 2020 in Review

First Allied Advisory Services increased its Flaherty & Crumrine Preferred and Income Fund (PFD) stake by 8.3% in Q3 2020, buying an estimated $13.2K and bringing the position to 11,026 shares worth $182K. The position accounts for 0.01% of the portfolio, ranked #1087.

First Allied Advisory Services first reported a position in PFD in Q1 2020 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold PFD as of Q3 2020.

  • First Allied Advisory Services held 11,026 shares of Flaherty & Crumrine Preferred and Income Fund worth $182K as of Q3 2020.
  • First Allied Advisory Services bought 845 Flaherty & Crumrine Preferred and Income Fund shares in Q3 2020, an estimated $13.2K.
  • Flaherty & Crumrine Preferred and Income Fund made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #1087 holding.
  • First Allied Advisory Services first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q1 2020 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.