Lee Financial’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Lee Financial’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
2020 Q4	–	Sell	-13,300	Closed	-$158K	–	527
2020 Q3	$158K	Hold	13,300	–	–	0.04%	129
2020 Q2	$148K	Hold	13,300	–	–	0.04%	135
2020 Q1	$132K	Hold	13,300	–	–	0.04%	122
2019 Q4	$164K	Hold	13,300	–	–	0.04%	128
2019 Q3	$163K	Hold	13,300	–	–	0.04%	127
2019 Q2	$156K	Hold	13,300	–	–	0.04%	139
2019 Q1	$149K	Hold	13,300	–	–	0.03%	142
2018 Q4	$140K	Hold	13,300	–	–	0.04%	136
2018 Q3	$155K	Hold	13,300	–	–	0.04%	141
2018 Q2	$143K	Hold	13,300	–	–	0.03%	186
2018 Q1	$144K	Buy	+13,300	New	+$148K	0.04%	177
2017 Q4	–	Hold	0	–	–	–	127
2017 Q1	–	Hold	0	–	–	–	115

Other funds holding PFO

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SXL

Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lee Financial's PFO Position: Q4 2020 in Review

Lee Financial sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q4 2020, closing a stake of 13,300 shares — an estimated $158K sold.

Lee Financial first reported a position in PFO in Q1 2018 and held it in 11 quarters. The position peaked at $164K in Q4 2019. 39 funds tracked by Wall St. Rank hold PFO as of Q4 2020.

Lee Financial reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q4 2020 after selling out during the quarter.
Lee Financial sold 13,300 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q4 2020, an estimated $158K.
Lee Financial first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q1 2018 and held it in 11 quarters.
Lee Financial's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $164K in Q4 2019.
39 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q4 2020.

Based on Lee Financial's 13F filing for Q4 2020, filed 12 Feb 2021.