PFS
PFD

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

Prospera Financial Services’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
2022
Q2 		– Sell
-3,817
Closed -$53K – 2319
2022
Q1 		$53K Buy
+3,817
New +$57.8K ﹤0.01% 1358

Other funds holding PFD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Prospera Financial Services's PFD Position: Q2 2022 in Review

Prospera Financial Services sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q2 2022, closing a stake of 3,817 shares — an estimated $53K sold.

Prospera Financial Services first reported a position in PFD in Q1 2022 and held it in 1 quarter. The position peaked at $53K in Q1 2022. 37 funds tracked by Wall St. Rank hold PFD as of Q2 2022.

  • Prospera Financial Services reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 3,817 Flaherty & Crumrine Preferred and Income Fund shares in Q2 2022, an estimated $53K.
  • Prospera Financial Services first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Flaherty & Crumrine Preferred and Income Fund position peaked at $53K in Q1 2022.
  • 37 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.