Robinson Capital Management’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Robinson Capital Management’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
2024 Q4	–	Sell	-37,950	Closed	-$358K	–	142
2024 Q3	$358K	Buy	+37,950	New	+$335K	0.12%	91
2018 Q3	–	Sell	-51,547	Closed	-$554K	–	119
2018 Q2	$554K	Buy	+51,547	New	+$555K	0.16%	85

Other funds holding PFO

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

EMCIP

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return

Robinson Capital Management's PFO Position: Q4 2024 in Review

Robinson Capital Management sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q4 2024, closing a stake of 37,950 shares — an estimated $358K sold.

Robinson Capital Management first reported a position in PFO in Q2 2018 and held it in 2 quarters. The position peaked at $554K in Q2 2018. 44 funds tracked by Wall St. Rank hold PFO as of Q4 2024.

Robinson Capital Management reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q4 2024 after selling out during the quarter.
Robinson Capital Management sold 37,950 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q4 2024, an estimated $358K.
Robinson Capital Management first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q2 2018 and held it in 2 quarters.
Robinson Capital Management's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $554K in Q2 2018.
44 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q4 2024.

Based on Robinson Capital Management's 13F filing for Q4 2024, filed 31 Jan 2025.