MSWM
DFP

McGlone Suttner Wealth Management’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

McGlone Suttner Wealth Management’s Portfolio DFP Stock Details DFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,528
Closed -$62.6K – 315
2023
Q4 		$62.6K Buy
+3,528
New +$59.4K 0.01% 259

Other funds holding DFP

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

McGlone Suttner Wealth Management's DFP Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q1 2024, closing a stake of 3,528 shares — an estimated $62.6K sold.

McGlone Suttner Wealth Management first reported a position in DFP in Q4 2023 and held it in 1 quarter. The position peaked at $62.6K in Q4 2023. 67 funds tracked by Wall St. Rank hold DFP as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 3,528 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2024, an estimated $62.6K.
  • McGlone Suttner Wealth Management first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $62.6K in Q4 2023.
  • 67 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.