Raymond James Financial Services Advisors’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Raymond James Financial Services Advisors’s Portfolio PFO Stock Details PFO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-12,198	Closed	-$156K	–	3432
2021 Q4	$156K	Buy	12,198 +139	+1%	+$1.76K	﹤0.01%	3052
2021 Q3	$155K	Buy	12,059 +121	+1%	+$1.59K	﹤0.01%	3045
2021 Q2	$159K	Buy	11,938 +117	+1%	+$1.55K	﹤0.01%	3065
2021 Q1	$156K	Buy	11,821 +122	+1%	+$1.58K	﹤0.01%	2962
2020 Q4	$153K	Buy	11,699 +135	+1%	+$1.68K	﹤0.01%	2786
2020 Q3	$138K	Sell	11,564 -13	-0.1%	-$154	﹤0.01%	2631
2020 Q2	$129K	Buy	11,577 +120	+1%	+$1.33K	﹤0.01%	2591
2020 Q1	$113K	Buy	11,457 +952	+9%	+$11.1K	﹤0.01%	2213
2019 Q4	$129K	Buy	10,505 +124	+1%	+$1.51K	﹤0.01%	2673
2019 Q3	$127K	Sell	10,381 -1,246	-11%	-$15.1K	﹤0.01%	2603
2019 Q2	$136K	Buy	+11,627	New	+$134K	﹤0.01%	2624

Other funds holding PFO

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

SXL

Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Raymond James Financial Services Advisors's PFO Position: Q1 2022 in Review

Raymond James Financial Services Advisors sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q1 2022, closing a stake of 12,198 shares — an estimated $156K sold.

Raymond James Financial Services Advisors first reported a position in PFO in Q2 2019 and held it in 11 quarters. The position peaked at $159K in Q2 2021. 38 funds tracked by Wall St. Rank hold PFO as of Q1 2022.

Raymond James Financial Services Advisors reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q1 2022 after selling out during the quarter.
Raymond James Financial Services Advisors sold 12,198 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q1 2022, an estimated $156K.
Raymond James Financial Services Advisors first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q2 2019 and held it in 11 quarters.
Raymond James Financial Services Advisors's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $159K in Q2 2021.
38 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2022.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2022, filed 11 May 2022.