MGIA
DFP

Moneta Group Investment Advisors’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Moneta Group Investment Advisors’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
2018
Q2 		– Sell
-600
Closed -$15K – 444
2018
Q1 		$15K Buy
+600
New +$15K ﹤0.01% 426

Other funds holding DFP

OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LWS
Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Moneta Group Investment Advisors's DFP Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2018, closing a stake of 600 shares — an estimated $15K sold.

Moneta Group Investment Advisors first reported a position in DFP in Q1 2018 and held it in 1 quarter. The position peaked at $15K in Q1 2018. 49 funds tracked by Wall St. Rank hold DFP as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 600 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2018, an estimated $15K.
  • Moneta Group Investment Advisors first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $15K in Q1 2018.
  • 49 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.