Quaker Wealth Management’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Quaker Wealth 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
2021 Q1	$179K	Buy	+13,566	New	+$249K	0.08%	54

Other funds holding PFD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

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

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

DADC

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

Quaker Wealth Management's PFD Position: Q1 2021 in Review

Quaker Wealth Management opened a new position in Flaherty & Crumrine Preferred and Income Fund (PFD) in Q1 2021: 13,566 shares worth $179K. The stake represents 0.08% of the portfolio and ranks #54 among its holdings.

42 funds tracked by Wall St. Rank hold PFD as of Q1 2021.

Quaker Wealth Management held 13,566 shares of Flaherty & Crumrine Preferred and Income Fund worth $179K as of Q1 2021.
Flaherty & Crumrine Preferred and Income Fund was a new Quaker Wealth Management position in Q1 2021.
Flaherty & Crumrine Preferred and Income Fund made up 0.08% of Quaker Wealth Management's portfolio in Q1 2021, its #54 holding.
42 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q1 2021.

Based on Quaker Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.