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

Litman Gregory 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
2018 Q2	–	Sell	-400	Closed	-$4K	–	151
2018 Q1	$4K	Buy	+400	New	+$4.46K	﹤0.01%	154

Other funds holding PFO

SXL

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

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

CHA

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

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

Litman Gregory Wealth Management sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q2 2018, closing a stake of 400 shares — an estimated $4K sold.

Litman Gregory Wealth Management first reported a position in PFO in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 40 funds tracked by Wall St. Rank hold PFO as of Q2 2018.

Litman Gregory Wealth Management reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q2 2018 after selling out during the quarter.
Litman Gregory Wealth Management sold 400 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q2 2018, an estimated $4K.
Litman Gregory Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q1 2018 and held it in 1 quarter.
Litman Gregory Wealth Management's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $4K in Q1 2018.
40 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q2 2018.

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