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

National Planning Corporation’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
2015 Q1	–	Sell	-4,785	Closed	-$56.7K	–	1648
2014 Q4	$56.7K	Buy	+4,785	New	+$54.7K	﹤0.01%	1201

Other funds holding PFO

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

ICAS

Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return

VFS

VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

National Planning Corporation sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q1 2015, closing a stake of 4,785 shares — an estimated $56.7K sold.

National Planning Corporation first reported a position in PFO in Q4 2014 and held it in 1 quarter. The position peaked at $56.7K in Q4 2014. 21 funds tracked by Wall St. Rank hold PFO as of Q1 2015.

National Planning Corporation reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q1 2015 after selling out during the quarter.
National Planning Corporation sold 4,785 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q1 2015, an estimated $56.7K.
National Planning Corporation first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2014 and held it in 1 quarter.
National Planning Corporation's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $56.7K in Q4 2014.
21 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2015.

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