RCA
DFP

Rowland Carmichael Advisors’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Rowland Carmichael 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
2020
Q4 		$249K Buy
+8,558
New +$240K 0.08% 265

Other funds holding DFP

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Rowland Carmichael Advisors's DFP Position: Q4 2020 in Review

Rowland Carmichael Advisors opened a new position in Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q4 2020: 8,558 shares worth $249K. The stake represents 0.08% of the portfolio and ranks #265 among its holdings.

66 funds tracked by Wall St. Rank hold DFP as of Q4 2020.

  • Rowland Carmichael Advisors held 8,558 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $249K as of Q4 2020.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund was a new Rowland Carmichael Advisors position in Q4 2020.
  • Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.08% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #265 holding.
  • 66 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.