MCC
PFO

Money Concepts Capital’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-1,000
Closed -$8.6K – 2194
2022
Q4 		$8.6K Buy
+1,000
New +$8.85K ﹤0.01% 2086
2022
Q2 		– Sell
-1,000
Closed -$12K – 2281
2022
Q1 		$12K Buy
+1,000
New +$11.5K ﹤0.01% 1852

Other funds holding PFO

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Morgan Stanley
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $108M AUM 50.68% 1-Year Est. Return
BW
Basepoint Wealth Cedar Rapids, Iowa $175M AUM 43.04% 1-Year Est. Return

Money Concepts Capital's PFO Position: Q1 2023 in Review

Money Concepts Capital sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q1 2023, closing a stake of 1,000 shares — an estimated $8.6K sold.

Money Concepts Capital first reported a position in PFO in Q1 2022 and held it in 2 quarters. The position peaked at $12K in Q1 2022. 37 funds tracked by Wall St. Rank hold PFO as of Q1 2023.

  • Money Concepts Capital reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,000 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q1 2023, an estimated $8.6K.
  • Money Concepts Capital first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $12K in Q1 2022.
  • 37 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.