HFM
PFO

Hartford Financial Management’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Hartford Financial Management’s Portfolio PFO Stock Details PFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-49,964
Closed -$549K – 272
2013
Q2 		$549K Buy
+49,964
New +$600K 0.38% 73

Other funds holding PFO

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
SII Investments Appleton, Wisconsin $965M AUM 15.44% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return

Hartford Financial Management's PFO Position: Q3 2013 in Review

Hartford Financial Management sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q3 2013, closing a stake of 49,964 shares — an estimated $549K sold.

Hartford Financial Management first reported a position in PFO in Q2 2013 and held it in 1 quarter. The position peaked at $549K in Q2 2013. 25 funds tracked by Wall St. Rank hold PFO as of Q3 2013.

  • Hartford Financial Management reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q3 2013 after selling out during the quarter.
  • Hartford Financial Management sold 49,964 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q3 2013, an estimated $549K.
  • Hartford Financial Management first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q2 2013 and held it in 1 quarter.
  • Hartford Financial Management's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $549K in Q2 2013.
  • 25 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q3 2013.

Based on Hartford Financial Management's 13F filing for Q3 2013, filed 30 Oct 2013.