Rehmann Capital Advisory Group’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Rehmann Capital Advisory Group’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
2019 Q3	–	Sell	-2,000	Closed	-$23.4K	–	1994
2019 Q2	$23.4K	Hold	2,000	–	–	﹤0.01%	1094
2019 Q1	$22.4K	Hold	2,000	–	–	﹤0.01%	1090
2018 Q4	$21.1K	Hold	2,000	–	–	﹤0.01%	852
2018 Q3	$23.3K	Hold	2,000	–	–	﹤0.01%	1070
2018 Q2	$21.5K	Hold	2,000	–	–	﹤0.01%	1080
2018 Q1	$22K	Buy	+2,000	New	+$22.3K	﹤0.01%	1047

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

PAG

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

DADC

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

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

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

Rehmann Capital Advisory Group's PFO Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q3 2019, closing a stake of 2,000 shares — an estimated $23.4K sold.

Rehmann Capital Advisory Group first reported a position in PFO in Q1 2018 and held it in 6 quarters. The position peaked at $23.4K in Q2 2019. 34 funds tracked by Wall St. Rank hold PFO as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 2,000 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q3 2019, an estimated $23.4K.
Rehmann Capital Advisory Group first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q1 2018 and held it in 6 quarters.
Rehmann Capital Advisory Group's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $23.4K in Q2 2019.
34 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.