Indie Asset Partners’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Indie Asset Partners’s Portfolio DFP Stock Details DFP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-9,714	Closed	-$209K	–	90
2022 Q2	$209K	Hold	9,714	–	–	0.18%	98
2022 Q1	$253K	Hold	9,714	–	–	0.19%	107
2021 Q4	$270K	Buy	9,714 +500	+5%	+$14.1K	0.2%	103
2021 Q3	$265K	Buy	9,214 +41	+0.4%	+$1.21K	0.21%	98
2021 Q2	$269K	Buy	9,173 +1,173	+15%	+$35.1K	0.22%	94
2021 Q1	$241K	Buy	+8,000	New	+$234K	0.27%	100

Other funds holding DFP

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Indie Asset Partners's DFP Position: Q3 2022 in Review

Indie Asset Partners sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q3 2022, closing a stake of 9,714 shares — an estimated $209K sold.

Indie Asset Partners first reported a position in DFP in Q1 2021 and held it in 6 quarters. The position peaked at $270K in Q4 2021. 54 funds tracked by Wall St. Rank hold DFP as of Q3 2022.

Indie Asset Partners reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q3 2022 after selling out during the quarter.
Indie Asset Partners sold 9,714 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q3 2022, an estimated $209K.
Indie Asset Partners first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2021 and held it in 6 quarters.
Indie Asset Partners's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $270K in Q4 2021.
54 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q3 2022.

Based on Indie Asset Partners's 13F filing for Q3 2022, filed 25 Oct 2022.