IE
PFO

Israel Englander’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Israel Englander’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
2025
Q1 		– Sell
-12,552
Closed -$113K – 6278
2024
Q4 		$113K Hold
12,552
– – ﹤0.01% 5459
2024
Q3 		$118K Hold
12,552
– – ﹤0.01% 5550
2024
Q2 		$106K Hold
12,552
– – ﹤0.01% 5300
2024
Q1 		$106K Hold
12,552
– – ﹤0.01% 5562
2023
Q4 		$99.9K Hold
12,552
– – ﹤0.01% 5352
2023
Q3 		$93.4K Buy
+12,552
New +$96.9K ﹤0.01% 5363

Other funds holding PFO

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Israel Englander's PFO Position: Q1 2025 in Review

Israel Englander sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q1 2025, closing a stake of 12,552 shares — an estimated $113K sold.

Israel Englander first reported a position in PFO in Q3 2023 and held it in 6 quarters. The position peaked at $118K in Q3 2024. 46 funds tracked by Wall St. Rank hold PFO as of Q1 2025.

  • Israel Englander reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q1 2025 after selling out during the quarter.
  • Israel Englander sold 12,552 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q1 2025, an estimated $113K.
  • Israel Englander first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q3 2023 and held it in 6 quarters.
  • Israel Englander's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $118K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2025.

Based on Millennium Management's 13F filing for Q1 2025, filed 15 May 2025.