FCA
PFD

Fortis Capital Advisors’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Fortis Capital Advisors’s Portfolio PFD Stock Details PFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-500
Closed -$5.55K – 736
2022
Q4 		$5.55K Buy
+500
New +$5.48K ﹤0.01% 508

Other funds holding PFD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Fortis Capital Advisors's PFD Position: Q1 2023 in Review

Fortis Capital Advisors sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q1 2023, closing a stake of 500 shares — an estimated $5.55K sold.

Fortis Capital Advisors first reported a position in PFD in Q4 2022 and held it in 1 quarter. The position peaked at $5.55K in Q4 2022. 40 funds tracked by Wall St. Rank hold PFD as of Q1 2023.

  • Fortis Capital Advisors reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q1 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 500 Flaherty & Crumrine Preferred and Income Fund shares in Q1 2023, an estimated $5.55K.
  • Fortis Capital Advisors first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q4 2022 and held it in 1 quarter.
  • Fortis Capital Advisors's Flaherty & Crumrine Preferred and Income Fund position peaked at $5.55K in Q4 2022.
  • 40 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q1 2023.

Based on Fortis Capital Advisors's 13F filing for Q1 2023, filed 15 May 2023.