Ranch Capital Advisors’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Ranch Capital Advisors’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 Q4	–	Sell	-1,750	Closed	-$28K	–	443
2021 Q3	$28K	Hold	1,750	–	–	0.02%	335
2021 Q2	$29K	Hold	1,750	–	–	0.02%	411
2021 Q1	$31K	Hold	1,750	–	–	0.02%	376
2020 Q4	$33K	Hold	1,750	–	–	0.02%	357
2020 Q3	$28K	Hold	1,750	–	–	0.02%	378
2020 Q2	$27K	Hold	1,750	–	–	0.02%	407
2020 Q1	$21K	Hold	1,750	–	–	0.02%	430
2019 Q4	$27K	Buy	+1,750	New	+$27.2K	0.02%	451

Other funds holding PFD

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

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

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

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

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

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

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

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

Ranch Capital Advisors's PFD Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q4 2021, closing a stake of 1,750 shares — an estimated $28K sold.

Ranch Capital Advisors first reported a position in PFD in Q4 2019 and held it in 8 quarters. The position peaked at $33K in Q4 2020. 44 funds tracked by Wall St. Rank hold PFD as of Q4 2021.

Ranch Capital Advisors reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 1,750 Flaherty & Crumrine Preferred and Income Fund shares in Q4 2021, an estimated $28K.
Ranch Capital Advisors first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's Flaherty & Crumrine Preferred and Income Fund position peaked at $33K in Q4 2020.
44 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.