PFA
DFP

Pathway Financial Advisers’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Pathway Financial Advisers’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
2024
Q4 		– Sell
-2,968
Closed -$63.8K – 436
2024
Q3 		$63.8K Sell
2,968
-148
-5% -$2.98K 0.03% 175
2024
Q2 		$59.8K Buy
3,116
+8
+0.3% +$149 0.02% 217
2024
Q1 		$59.6K Sell
3,108
-202
-6% -$3.75K 0.02% 218
2023
Q4 		$58.7K Sell
3,310
-551
-14% -$9.28K 0.02% 216
2023
Q3 		$64.8K Buy
+3,861
New +$67.6K 0.03% 212
2023
Q1 		$69.4K Buy
3,822
+31
+0.8% +$613 0.03% 212
2022
Q4 		$70.9K Buy
+3,791
New +$72.4K 0.03% 217

Other funds holding DFP

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathway Financial Advisers's DFP Position: Q4 2024 in Review

Pathway Financial Advisers sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q4 2024, closing a stake of 2,968 shares — an estimated $63.8K sold.

Pathway Financial Advisers first reported a position in DFP in Q4 2022 and held it in 7 quarters. The position peaked at $70.9K in Q4 2022. 74 funds tracked by Wall St. Rank hold DFP as of Q4 2024.

  • Pathway Financial Advisers reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q4 2024 after selling out during the quarter.
  • Pathway Financial Advisers sold 2,968 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q4 2024, an estimated $63.8K.
  • Pathway Financial Advisers first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2022 and held it in 7 quarters.
  • Pathway Financial Advisers's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $70.9K in Q4 2022.
  • 74 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q4 2024.

Based on Pathway Financial Advisers's 13F filing for Q4 2024, filed 30 Jan 2025.