Koshinski Asset Management
PFD

Koshinski Asset Management’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Koshinski Asset Management’s Portfolio PFD Stock Details PFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-419
Closed -$5.8K – 1562
2022
Q1 		$5.8K Buy
419
+7
+2% +$106 ﹤0.01% 1756
2021
Q4 		$7.22K Buy
412
+6
+1% +$100 ﹤0.01% 1720
2021
Q3 		$6.4K Buy
+406
New +$6.64K ﹤0.01% 1782

Other funds holding PFD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 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

Koshinski Asset Management's PFD Position: Q2 2022 in Review

Koshinski Asset Management sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q2 2022, closing a stake of 419 shares — an estimated $5.8K sold.

Koshinski Asset Management first reported a position in PFD in Q3 2021 and held it in 3 quarters. The position peaked at $7.22K in Q4 2021. 37 funds tracked by Wall St. Rank hold PFD as of Q2 2022.

  • Koshinski Asset Management reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 419 Flaherty & Crumrine Preferred and Income Fund shares in Q2 2022, an estimated $5.8K.
  • Koshinski Asset Management first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Flaherty & Crumrine Preferred and Income Fund position peaked at $7.22K in Q4 2021.
  • 37 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.