Gill Capital Partners’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Gill Capital Partners’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
2021 Q4	–	Sell	-7,134	Closed	-$205K	–	125
2021 Q3	$205K	Hold	7,134	–	–	0.09%	113
2021 Q2	$209K	Hold	7,134	–	–	0.1%	111
2021 Q1	$215K	Hold	7,134	–	–	0.11%	102
2020 Q4	$207K	Buy	+7,134	New	+$200K	0.12%	96

Other funds holding DFP

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gill Capital Partners's DFP Position: Q4 2021 in Review

Gill Capital Partners sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q4 2021, closing a stake of 7,134 shares — an estimated $205K sold.

Gill Capital Partners first reported a position in DFP in Q4 2020 and held it in 4 quarters. The position peaked at $215K in Q1 2021. 64 funds tracked by Wall St. Rank hold DFP as of Q4 2021.

Gill Capital Partners reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q4 2021 after selling out during the quarter.
Gill Capital Partners sold 7,134 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q4 2021, an estimated $205K.
Gill Capital Partners first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2020 and held it in 4 quarters.
Gill Capital Partners's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $215K in Q1 2021.
64 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q4 2021.

Based on Gill Capital Partners's 13F filing for Q4 2021, filed 10 Mar 2022.