Newbridge Financial Services Group’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Newbridge Financial Services Group’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
2021 Q3	–	Sell	-6,555	Closed	-$109K	–	1561
2021 Q2	$109K	Buy	6,555 +625	+11%	+$11K	0.07%	267
2021 Q1	$105K	Sell	5,930 -3,608	-38%	-$66.3K	0.08%	247
2020 Q4	$181K	Buy	9,538 +381	+4%	+$6.92K	0.15%	144
2020 Q3	$151K	Buy	+9,157	New	+$143K	0.15%	143

Other funds holding PFD

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

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Newbridge Financial Services Group's PFD Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q3 2021, closing a stake of 6,555 shares — an estimated $109K sold.

Newbridge Financial Services Group first reported a position in PFD in Q3 2020 and held it in 4 quarters. The position peaked at $181K in Q4 2020. 42 funds tracked by Wall St. Rank hold PFD as of Q3 2021.

Newbridge Financial Services Group reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q3 2021 after selling out during the quarter.
Newbridge Financial Services Group sold 6,555 Flaherty & Crumrine Preferred and Income Fund shares in Q3 2021, an estimated $109K.
Newbridge Financial Services Group first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q3 2020 and held it in 4 quarters.
Newbridge Financial Services Group's Flaherty & Crumrine Preferred and Income Fund position peaked at $181K in Q4 2020.
42 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.