GI
DFP

Gradient Investments’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Gradient Investments’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
2017
Q1 		– Sell
-1,118
Closed -$27K – 778
2016
Q4 		$27K Buy
+1,118
New +$26.4K ﹤0.01% 328

Other funds holding DFP

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gradient Investments's DFP Position: Q1 2017 in Review

Gradient Investments sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q1 2017, closing a stake of 1,118 shares — an estimated $27K sold.

Gradient Investments first reported a position in DFP in Q4 2016 and held it in 1 quarter. The position peaked at $27K in Q4 2016. 42 funds tracked by Wall St. Rank hold DFP as of Q1 2017.

  • Gradient Investments reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q1 2017 after selling out during the quarter.
  • Gradient Investments sold 1,118 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2017, an estimated $27K.
  • Gradient Investments first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2016 and held it in 1 quarter.
  • Gradient Investments's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $27K in Q4 2016.
  • 42 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2017.

Based on Gradient Investments's 13F filing for Q1 2017, filed 12 Apr 2017.