MFW
PFD

Mosaic Family Wealth’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Mosaic Family Wealth’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
2017
Q4 		– Sell
-125
Closed -$2K – 858
2017
Q3 		$2K Buy
+125
New +$1.88K ﹤0.01% 843
2016
Q1 		– Sell
-1,436
Closed -$18K – 827
2015
Q4 		$18K Buy
+1,436
New +$18.7K 0.01% 464

Other funds holding PFD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Mosaic Family Wealth's PFD Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q4 2017, closing a stake of 125 shares — an estimated $2K sold.

Mosaic Family Wealth first reported a position in PFD in Q4 2015 and held it in 2 quarters. The position peaked at $18K in Q4 2015. 28 funds tracked by Wall St. Rank hold PFD as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 125 Flaherty & Crumrine Preferred and Income Fund shares in Q4 2017, an estimated $2K.
  • Mosaic Family Wealth first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q4 2015 and held it in 2 quarters.
  • Mosaic Family Wealth's Flaherty & Crumrine Preferred and Income Fund position peaked at $18K in Q4 2015.
  • 28 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.