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

Mid Atlantic Financial 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
2021 Q3	$295K	Buy	23,000 +9,500	+70%	+$125K	0.02%	674
2021 Q2	$180K	Buy	+13,500	New	+$179K	0.01%	860
2019 Q1	–	Sell	-13,800	Closed	-$145K	–	751
2018 Q4	$145K	Buy	+13,800	New	+$153K	0.02%	632

Other funds holding PFO

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

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

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

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

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

Mid Atlantic Financial Management increased its Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) stake by 70% in Q3 2021, buying an estimated $125K and bringing the position to 23,000 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #674.

Mid Atlantic Financial Management first reported a position in PFO in Q4 2018 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold PFO as of Q3 2021.

Mid Atlantic Financial Management held 23,000 shares of Flaherty & Crumrine Preferred and Income Opportunity Fund worth $295K as of Q3 2021.
Mid Atlantic Financial Management bought 9,500 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q3 2021, an estimated $125K.
Flaherty & Crumrine Preferred and Income Opportunity Fund made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #674 holding.
Mid Atlantic Financial Management first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2018 and has held it in 3 quarters since.
40 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q3 2021.

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