Princeton Global Asset Management’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Princeton Global Asset Management’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
2019 Q3	–	Sell	-903	Closed	-$13K	–	370
2019 Q2	$13K	Hold	903	–	–	0.01%	318
2019 Q1	$12K	Buy	+903	New	+$11.8K	0.01%	288

Other funds holding PFD

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DADC

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

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

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Princeton Global Asset Management's PFD Position: Q3 2019 in Review

Princeton Global Asset Management sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q3 2019, closing a stake of 903 shares — an estimated $13K sold.

Princeton Global Asset Management first reported a position in PFD in Q1 2019 and held it in 2 quarters. The position peaked at $13K in Q2 2019. 28 funds tracked by Wall St. Rank hold PFD as of Q3 2019.

Princeton Global Asset Management reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q3 2019 after selling out during the quarter.
Princeton Global Asset Management sold 903 Flaherty & Crumrine Preferred and Income Fund shares in Q3 2019, an estimated $13K.
Princeton Global Asset Management first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q1 2019 and held it in 2 quarters.
Princeton Global Asset Management's Flaherty & Crumrine Preferred and Income Fund position peaked at $13K in Q2 2019.
28 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q3 2019.

Based on Princeton Global Asset Management's 13F filing for Q3 2019, filed 3 Dec 2019.