NPC
PFD

National Planning Corporation’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-4,040
Closed -$57.9K – 1645
2014
Q4 		$57.9K Buy
+4,040
New +$57.7K ﹤0.01% 1190

Other funds holding PFD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 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
NCM
Noesis Capital Mangement Boca Raton, Florida $676M AUM 34.17% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

National Planning Corporation's PFD Position: Q1 2015 in Review

National Planning Corporation sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q1 2015, closing a stake of 4,040 shares — an estimated $57.9K sold.

National Planning Corporation first reported a position in PFD in Q4 2014 and held it in 1 quarter. The position peaked at $57.9K in Q4 2014. 19 funds tracked by Wall St. Rank hold PFD as of Q1 2015.

  • National Planning Corporation reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 4,040 Flaherty & Crumrine Preferred and Income Fund shares in Q1 2015, an estimated $57.9K.
  • National Planning Corporation first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Flaherty & Crumrine Preferred and Income Fund position peaked at $57.9K in Q4 2014.
  • 19 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.