GI
PFD

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

Gradient Investments’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
2018
Q2 		– Sell
-4
Closed – – 1104
2018
Q1 		$0 Buy
+4
New +$56 ﹤0.01% 1119

Other funds holding PFD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Gradient Investments's PFD Position: Q2 2018 in Review

Gradient Investments sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q2 2018, closing a stake of 4 shares.

Gradient Investments first reported a position in PFD in Q1 2018 and held it in 1 quarter. The position peaked at $0 in Q1 2018. 30 funds tracked by Wall St. Rank hold PFD as of Q2 2018.

  • Gradient Investments reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q2 2018 after selling out during the quarter.
  • Gradient Investments sold 4 Flaherty & Crumrine Preferred and Income Fund shares in Q2 2018.
  • Gradient Investments first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q1 2018 and held it in 1 quarter.
  • Gradient Investments's Flaherty & Crumrine Preferred and Income Fund position peaked at $0 in Q1 2018.
  • 30 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2018.

Based on Gradient Investments's 13F filing for Q2 2018, filed 9 Aug 2018.