Mid Atlantic Financial Management’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$244K	Buy	+8,465	New	+$249K	0.02%	745
2019 Q3	–	Sell	-16,800	Closed	-$421K	–	717
2019 Q2	$421K	Sell	16,800 -3,400	-17%	-$82.8K	0.04%	417
2019 Q1	$480K	Sell	20,200 -800	-4%	-$18.3K	0.05%	371
2018 Q4	$428K	Buy	+21,000	New	+$450K	0.05%	373

Other funds holding DFP

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

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

1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

PAG

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mid Atlantic Financial Management's DFP Position: Q3 2021 in Review

Mid Atlantic Financial Management opened a new position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q3 2021: 8,465 shares worth $244K. The stake represents 0.02% of the portfolio and ranks #745 among its holdings. This is a return to the name: Mid Atlantic Financial Management previously reported a position in DFP as recently as Q2 2019.

Mid Atlantic Financial Management first reported a position in DFP in Q4 2018 and has held it in 4 quarters since. The position peaked at $480K in Q1 2019. 73 funds tracked by Wall St. Rank hold DFP as of Q3 2021.

Mid Atlantic Financial Management held 8,465 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $244K as of Q3 2021.
Flaherty & Crumrine Dynamic Preferred and Income Fund was a new Mid Atlantic Financial Management position in Q3 2021.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #745 holding.
Mid Atlantic Financial Management first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2018 and has held it in 4 quarters since.
Mid Atlantic Financial Management's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $480K in Q1 2019.
73 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.