FHA
DFP

Flagship Harbor Advisors’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Flagship Harbor Advisors’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
2020
Q3 		– Sell
-62
Closed -$1K – 1961
2020
Q2 		$1K Sell
62
-500
-89% -$11.9K ﹤0.01% 1887
2020
Q1 		$11K Buy
+562
New +$14.1K ﹤0.01% 1191

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
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 $377B AUM 19.32% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

Flagship Harbor Advisors's DFP Position: Q3 2020 in Review

Flagship Harbor Advisors sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q3 2020, closing a stake of 62 shares — an estimated $1K sold.

Flagship Harbor Advisors first reported a position in DFP in Q1 2020 and held it in 2 quarters. The position peaked at $11K in Q1 2020. 63 funds tracked by Wall St. Rank hold DFP as of Q3 2020.

  • Flagship Harbor Advisors reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q3 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 62 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q3 2020, an estimated $1K.
  • Flagship Harbor Advisors first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2020 and held it in 2 quarters.
  • Flagship Harbor Advisors's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $11K in Q1 2020.
  • 63 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q3 2020.

Based on Flagship Harbor Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.