M
DFP

MOTCO’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

MOTCO’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
2019
Q3 		– Sell
-732
Closed -$18K – 573
2019
Q2 		$18K Buy
+732
New +$17.8K ﹤0.01% 509

Other funds holding DFP

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

MOTCO's DFP Position: Q3 2019 in Review

MOTCO sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q3 2019, closing a stake of 732 shares — an estimated $18K sold.

MOTCO first reported a position in DFP in Q2 2019 and held it in 1 quarter. The position peaked at $18K in Q2 2019. 56 funds tracked by Wall St. Rank hold DFP as of Q3 2019.

  • MOTCO reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q3 2019 after selling out during the quarter.
  • MOTCO sold 732 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q3 2019, an estimated $18K.
  • MOTCO first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q2 2019 and held it in 1 quarter.
  • MOTCO's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $18K in Q2 2019.
  • 56 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q3 2019.

Based on MOTCO's 13F filing for Q3 2019, filed 5 Nov 2019.