RWA
DFP

Ropes Wealth Advisors’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Ropes Wealth Advisors’s Portfolio DFP Stock Details DFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-18,294
Closed -$347K – 269
2022
Q3 		$347K Buy
+18,294
New +$393K 0.07% 181

Other funds holding DFP

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Ropes Wealth Advisors's DFP Position: Q4 2022 in Review

Ropes Wealth Advisors sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q4 2022, closing a stake of 18,294 shares — an estimated $347K sold.

Ropes Wealth Advisors first reported a position in DFP in Q3 2022 and held it in 1 quarter. The position peaked at $347K in Q3 2022. 66 funds tracked by Wall St. Rank hold DFP as of Q4 2022.

  • Ropes Wealth Advisors reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q4 2022 after selling out during the quarter.
  • Ropes Wealth Advisors sold 18,294 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q4 2022, an estimated $347K.
  • Ropes Wealth Advisors first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q3 2022 and held it in 1 quarter.
  • Ropes Wealth Advisors's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $347K in Q3 2022.
  • 66 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q4 2022.

Based on Ropes Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.