ICP
PFO

Interchange Capital Partners’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Interchange Capital Partners’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
2021
Q1 		– Sell
-4
Closed – – 859
2020
Q4 		$0 Buy
+4
New +$50 ﹤0.01% 1212

Other funds holding PFO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return

Interchange Capital Partners's PFO Position: Q1 2021 in Review

Interchange Capital Partners sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q1 2021, closing a stake of 4 shares.

Interchange Capital Partners first reported a position in PFO in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 41 funds tracked by Wall St. Rank hold PFO as of Q1 2021.

  • Interchange Capital Partners reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 4 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q1 2021.
  • Interchange Capital Partners first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $0 in Q4 2020.
  • 41 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.