MAFM
PFD

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

Mid Atlantic Financial Management’s Portfolio PFD Stock Details PFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$439K Buy
27,850
+10,500
+61% +$172K 0.03% 505
2021
Q2 		$290K Buy
+17,350
New +$305K 0.02% 679

Other funds holding PFD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWPS
Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

Mid Atlantic Financial Management increased its Flaherty & Crumrine Preferred and Income Fund (PFD) stake by 61% in Q3 2021, buying an estimated $172K and bringing the position to 27,850 shares worth $439K. The position accounts for 0.03% of the portfolio, ranked #505.

Mid Atlantic Financial Management first reported a position in PFD in Q2 2021 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold PFD as of Q3 2021.

  • Mid Atlantic Financial Management held 27,850 shares of Flaherty & Crumrine Preferred and Income Fund worth $439K as of Q3 2021.
  • Mid Atlantic Financial Management bought 10,500 Flaherty & Crumrine Preferred and Income Fund shares in Q3 2021, an estimated $172K.
  • Flaherty & Crumrine Preferred and Income Fund made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #505 holding.
  • Mid Atlantic Financial Management first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q2 2021 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q3 2021.

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