GRP
PFD

Global Retirement Partners’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Global Retirement Partners’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
Q4 		– Sell
-1,875
Closed -$30K – 1335
2021
Q3 		$30K Hold
1,875
– – ﹤0.01% 1052
2021
Q2 		$31K Hold
1,875
– – ﹤0.01% 1040
2021
Q1 		$33K Buy
+1,875
New +$34.5K ﹤0.01% 942

Other funds holding PFD

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Global Retirement Partners's PFD Position: Q4 2021 in Review

Global Retirement Partners sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q4 2021, closing a stake of 1,875 shares — an estimated $30K sold.

Global Retirement Partners first reported a position in PFD in Q1 2021 and held it in 3 quarters. The position peaked at $33K in Q1 2021. 44 funds tracked by Wall St. Rank hold PFD as of Q4 2021.

  • Global Retirement Partners reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q4 2021 after selling out during the quarter.
  • Global Retirement Partners sold 1,875 Flaherty & Crumrine Preferred and Income Fund shares in Q4 2021, an estimated $30K.
  • Global Retirement Partners first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q1 2021 and held it in 3 quarters.
  • Global Retirement Partners's Flaherty & Crumrine Preferred and Income Fund position peaked at $33K in Q1 2021.
  • 44 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q4 2021.

Based on Global Retirement Partners's 13F filing for Q4 2021, filed 21 Jan 2022.