LGWM
PFD

Litman Gregory Wealth Management’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Litman Gregory Wealth 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
2018
Q2 		– Sell
-3,300
Closed -$45K – 150
2018
Q1 		$45K Buy
+3,300
New +$46.2K 0.02% 100

Other funds holding PFD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Litman Gregory Wealth Management's PFD Position: Q2 2018 in Review

Litman Gregory Wealth Management sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q2 2018, closing a stake of 3,300 shares — an estimated $45K sold.

Litman Gregory Wealth Management first reported a position in PFD in Q1 2018 and held it in 1 quarter. The position peaked at $45K in Q1 2018. 30 funds tracked by Wall St. Rank hold PFD as of Q2 2018.

  • Litman Gregory Wealth Management reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q2 2018 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 3,300 Flaherty & Crumrine Preferred and Income Fund shares in Q2 2018, an estimated $45K.
  • Litman Gregory Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q1 2018 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Flaherty & Crumrine Preferred and Income Fund position peaked at $45K in Q1 2018.
  • 30 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2018.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2018, filed 9 Aug 2018.