McElhenny Sheffield Capital Management’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

McElhenny Sheffield Capital 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
2023 Q1	–	Sell	-9,375	Closed	-$80.6K	–	468
2022 Q4	$80.6K	Buy	+9,375	New	+$83K	0.04%	143

Other funds holding PFO

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

VCWA

Vanguard Capital Wealth Advisors Denver, Colorado $108M AUM 50.68% 1-Year Est. Return

Basepoint Wealth Cedar Rapids, Iowa $175M AUM 43.04% 1-Year Est. Return

McElhenny Sheffield Capital Management's PFO Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q1 2023, closing a stake of 9,375 shares — an estimated $80.6K sold.

McElhenny Sheffield Capital Management first reported a position in PFO in Q4 2022 and held it in 1 quarter. The position peaked at $80.6K in Q4 2022. 37 funds tracked by Wall St. Rank hold PFO as of Q1 2023.

McElhenny Sheffield Capital Management reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q1 2023 after selling out during the quarter.
McElhenny Sheffield Capital Management sold 9,375 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q1 2023, an estimated $80.6K.
McElhenny Sheffield Capital Management first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2022 and held it in 1 quarter.
McElhenny Sheffield Capital Management's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $80.6K in Q4 2022.
37 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.