Mariner
PFO

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

Mariner’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
2024
Q1 		– Sell
-12,250
Closed -$97.5K – 3216
2023
Q4 		$97.5K Sell
12,250
-70
-0.6% -$526 ﹤0.01% 2856
2023
Q3 		$91.7K Buy
12,320
+70
+0.6% +$541 ﹤0.01% 2690
2023
Q2 		$98.1K Hold
12,250
– – ﹤0.01% 2644
2023
Q1 		$101K Hold
12,250
– – ﹤0.01% 2577
2022
Q4 		$105K Hold
12,250
– – ﹤0.01% 2515
2022
Q3 		$105K Buy
+12,250
New +$118K ﹤0.01% 2193

Other funds holding PFO

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

Mariner's PFO Position: Q1 2024 in Review

Mariner sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q1 2024, closing a stake of 12,250 shares — an estimated $97.5K sold.

Mariner first reported a position in PFO in Q3 2022 and held it in 6 quarters. The position peaked at $105K in Q4 2022. 44 funds tracked by Wall St. Rank hold PFO as of Q1 2024.

  • Mariner reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q1 2024 after selling out during the quarter.
  • Mariner sold 12,250 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q1 2024, an estimated $97.5K.
  • Mariner first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q3 2022 and held it in 6 quarters.
  • Mariner's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $105K in Q4 2022.
  • 44 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2024.

Based on Mariner's 13F filing for Q1 2024, filed 15 May 2024.