HF
PFD

HRT Financial’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

HRT Financial’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
2023
Q4 		– Sell
-12,100
Closed -$110K – 2899
2023
Q3 		$110K Buy
+12,100
New +$118K ﹤0.01% 1937

Other funds holding PFD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HRT Financial's PFD Position: Q4 2023 in Review

HRT Financial sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q4 2023, closing a stake of 12,100 shares — an estimated $110K sold.

HRT Financial first reported a position in PFD in Q3 2023 and held it in 1 quarter. The position peaked at $110K in Q3 2023. 43 funds tracked by Wall St. Rank hold PFD as of Q4 2023.

  • HRT Financial reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q4 2023 after selling out during the quarter.
  • HRT Financial sold 12,100 Flaherty & Crumrine Preferred and Income Fund shares in Q4 2023, an estimated $110K.
  • HRT Financial first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q3 2023 and held it in 1 quarter.
  • HRT Financial's Flaherty & Crumrine Preferred and Income Fund position peaked at $110K in Q3 2023.
  • 43 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q4 2023.

Based on HRT Financial's 13F filing for Q4 2023, filed 9 Feb 2024.