HighTower Advisors’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

HighTower Advisors’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
2024 Q4	–	Sell	-14,506	Closed	-$166K	–	4002
2024 Q3	$166K	Buy	14,506 +338	+2%	+$3.77K	﹤0.01%	3193
2024 Q2	$144K	Buy	+14,168	New	+$145K	﹤0.01%	3124
2018 Q3	–	Sell	-11,604	Closed	-$157K	–	2387
2018 Q2	$157K	Sell	11,604 -855	-7%	-$11.5K	﹤0.01%	1949
2018 Q1	$168K	Buy	+12,459	New	+$174K	﹤0.01%	1908

Other funds holding PFD

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors's PFD Position: Q4 2024 in Review

HighTower Advisors sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q4 2024, closing a stake of 14,506 shares — an estimated $166K sold.

HighTower Advisors first reported a position in PFD in Q1 2018 and held it in 4 quarters. The position peaked at $168K in Q1 2018. 48 funds tracked by Wall St. Rank hold PFD as of Q4 2024.

HighTower Advisors reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q4 2024 after selling out during the quarter.
HighTower Advisors sold 14,506 Flaherty & Crumrine Preferred and Income Fund shares in Q4 2024, an estimated $166K.
HighTower Advisors first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q1 2018 and held it in 4 quarters.
HighTower Advisors's Flaherty & Crumrine Preferred and Income Fund position peaked at $168K in Q1 2018.
48 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q4 2024.

Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.