FF
PFD

FourThought Financial’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

FourThought Financial’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
2021
Q2 		– Sell
-350
Closed -$6K – 1578
2021
Q1 		$6K Hold
350
– – ﹤0.01% 1149
2020
Q4 		$6K Buy
+350
New +$6.36K ﹤0.01% 1114

Other funds holding PFD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

FourThought Financial's PFD Position: Q2 2021 in Review

FourThought Financial sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q2 2021, closing a stake of 350 shares — an estimated $6K sold.

FourThought Financial first reported a position in PFD in Q4 2020 and held it in 2 quarters. The position peaked at $6K in Q1 2021. 44 funds tracked by Wall St. Rank hold PFD as of Q2 2021.

  • FourThought Financial reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q2 2021 after selling out during the quarter.
  • FourThought Financial sold 350 Flaherty & Crumrine Preferred and Income Fund shares in Q2 2021, an estimated $6K.
  • FourThought Financial first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q4 2020 and held it in 2 quarters.
  • FourThought Financial's Flaherty & Crumrine Preferred and Income Fund position peaked at $6K in Q1 2021.
  • 44 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2021.

Based on FourThought Financial's 13F filing for Q2 2021, filed 12 Nov 2021.