IA
PFO

IFP Advisors’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

IFP Advisors’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
2018
Q3 		– Sell
-428
Closed -$5K – 3970
2018
Q2 		$5K Buy
+428
New +$4.61K ﹤0.01% 3274
2017
Q1 		– Sell
-27,000
Closed -$300K – 4092
2016
Q4 		$300K Buy
+27,000
New +$297K 0.01% 853

Other funds holding PFO

SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

IFP Advisors's PFO Position: Q3 2018 in Review

IFP Advisors sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q3 2018, closing a stake of 428 shares — an estimated $5K sold.

IFP Advisors first reported a position in PFO in Q4 2016 and held it in 2 quarters. The position peaked at $300K in Q4 2016. 36 funds tracked by Wall St. Rank hold PFO as of Q3 2018.

  • IFP Advisors reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q3 2018 after selling out during the quarter.
  • IFP Advisors sold 428 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q3 2018, an estimated $5K.
  • IFP Advisors first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2016 and held it in 2 quarters.
  • IFP Advisors's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $300K in Q4 2016.
  • 36 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q3 2018.

Based on IFP Advisors's 13F filing for Q3 2018, filed 25 Oct 2018.