OPS
PFD

Orion Portfolio Solutions’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-1,149
Closed -$17K – 1577
2020
Q2 		$17K Buy
+1,149
New +$16.1K ﹤0.01% 1006

Other funds holding PFD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Orion Portfolio Solutions's PFD Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q3 2020, closing a stake of 1,149 shares — an estimated $17K sold.

Orion Portfolio Solutions first reported a position in PFD in Q2 2020 and held it in 1 quarter. The position peaked at $17K in Q2 2020. 32 funds tracked by Wall St. Rank hold PFD as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,149 Flaherty & Crumrine Preferred and Income Fund shares in Q3 2020, an estimated $17K.
  • Orion Portfolio Solutions first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's Flaherty & Crumrine Preferred and Income Fund position peaked at $17K in Q2 2020.
  • 32 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.