JRFS
DFP

James Reed Financial Services’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

James Reed Financial Services’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
Q1 		– Sell
-1,288
Closed -$35K – 55
2021
Q4 		$35K Buy
+1,288
New +$36.4K 0.03% 56

Other funds holding DFP

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

James Reed Financial Services's DFP Position: Q1 2022 in Review

James Reed Financial Services sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q1 2022, closing a stake of 1,288 shares — an estimated $35K sold.

James Reed Financial Services first reported a position in DFP in Q4 2021 and held it in 1 quarter. The position peaked at $35K in Q4 2021. 62 funds tracked by Wall St. Rank hold DFP as of Q1 2022.

  • James Reed Financial Services reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q1 2022 after selling out during the quarter.
  • James Reed Financial Services sold 1,288 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2022, an estimated $35K.
  • James Reed Financial Services first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2021 and held it in 1 quarter.
  • James Reed Financial Services's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $35K in Q4 2021.
  • 62 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2022.

Based on James Reed Financial Services's 13F filing for Q1 2022, filed 26 Apr 2022.