Landscape Capital Management’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Landscape Capital 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
2024 Q4	–	Sell	-21,384	Closed	-$256K	–	867
2024 Q3	$256K	Sell	21,384 -29,712	-58%	-$331K	0.03%	532
2024 Q2	$533K	Sell	51,096 -785	-2%	-$8.06K	0.05%	448
2024 Q1	$550K	Buy	51,881 +5,728	+12%	+$58.8K	0.05%	426
2023 Q4	$456K	Buy	+46,153	New	+$434K	0.04%	436

Other funds holding PFD

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Landscape Capital Management's PFD Position: Q4 2024 in Review

Landscape Capital Management sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q4 2024, closing a stake of 21,384 shares — an estimated $256K sold.

Landscape Capital Management first reported a position in PFD in Q4 2023 and held it in 4 quarters. The position peaked at $550K in Q1 2024. 48 funds tracked by Wall St. Rank hold PFD as of Q4 2024.

Landscape Capital Management reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q4 2024 after selling out during the quarter.
Landscape Capital Management sold 21,384 Flaherty & Crumrine Preferred and Income Fund shares in Q4 2024, an estimated $256K.
Landscape Capital Management first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q4 2023 and held it in 4 quarters.
Landscape Capital Management's Flaherty & Crumrine Preferred and Income Fund position peaked at $550K in Q1 2024.
48 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q4 2024.

Based on Landscape Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.