Risk Paradigm Group’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Risk Paradigm 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
2018 Q1	–	Sell	-2,520	Closed	-$29.8K	–	252
2017 Q4	$29.8K	Buy	+2,520	New	+$30.4K	0.03%	192
2017 Q3	–	Sell	-2,520	Closed	-$31.6K	–	246
2017 Q2	$31.6K	Hold	2,520	–	–	0.04%	169
2017 Q1	$29.9K	Hold	2,520	–	–	0.03%	177
2016 Q4	$28K	Hold	2,520	–	–	0.03%	186
2016 Q3	$29K	Buy	+2,520	New	+$30.9K	0.02%	198
2016 Q2	–	Sell	-1,260	Closed	-$14.9K	–	237
2016 Q1	$14.9K	Hold	1,260	–	–	0.02%	190
2015 Q4	$13.4K	Hold	1,260	–	–	0.02%	205
2015 Q3	$12.9K	Hold	1,260	–	–	0.03%	189
2015 Q2	$13.4K	Hold	1,260	–	–	0.01%	187
2015 Q1	$15.3K	Buy	+1,260	New	+$15.4K	0.02%	185

Other funds holding PFO

SXL

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

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

DADC

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

Risk Paradigm Group's PFO Position: Q1 2018 in Review

Risk Paradigm Group sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q1 2018, closing a stake of 2,520 shares — an estimated $29.8K sold.

Risk Paradigm Group first reported a position in PFO in Q1 2015 and held it in 10 quarters. The position peaked at $31.6K in Q2 2017. 39 funds tracked by Wall St. Rank hold PFO as of Q1 2018.

Risk Paradigm Group reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q1 2018 after selling out during the quarter.
Risk Paradigm Group sold 2,520 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q1 2018, an estimated $29.8K.
Risk Paradigm Group first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q1 2015 and held it in 10 quarters.
Risk Paradigm Group's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $31.6K in Q2 2017.
39 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2018.

Based on Risk Paradigm Group's 13F filing for Q1 2018, filed 15 May 2018.