Lenox Wealth Management’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Lenox Wealth Management’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
2014 Q3	–	Sell	-1,950	Closed	-$38K	–	160
2014 Q2	$38K	Hold	1,950	–	–	0.03%	91
2014 Q1	$37K	Buy	+1,950	New	+$20.9K	0.02%	96

Other funds holding PFO

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

SIA

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

ICAS

Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return

Lenox Wealth Management's PFO Position: Q3 2014 in Review

Lenox Wealth Management sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q3 2014, closing a stake of 1,950 shares — an estimated $38K sold.

Lenox Wealth Management first reported a position in PFO in Q1 2014 and held it in 2 quarters. The position peaked at $38K in Q2 2014. 27 funds tracked by Wall St. Rank hold PFO as of Q3 2014.

Lenox Wealth Management reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q3 2014 after selling out during the quarter.
Lenox Wealth Management sold 1,950 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q3 2014, an estimated $38K.
Lenox Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q1 2014 and held it in 2 quarters.
Lenox Wealth Management's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $38K in Q2 2014.
27 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q3 2014.

Based on Lenox Wealth Management's 13F filing for Q3 2014, filed 22 Oct 2014.