SSB
PFO

Sandy Spring Bank’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Sandy Spring Bank’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
Q4 		– Sell
-2,000
Closed -$24K – 861
2019
Q3 		$24K Buy
+2,000
New +$24.3K ﹤0.01% 592

Other funds holding PFO

Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Wells Fargo
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
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Sandy Spring Bank's PFO Position: Q4 2019 in Review

Sandy Spring Bank sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q4 2019, closing a stake of 2,000 shares — an estimated $24K sold.

Sandy Spring Bank first reported a position in PFO in Q3 2019 and held it in 1 quarter. The position peaked at $24K in Q3 2019. 37 funds tracked by Wall St. Rank hold PFO as of Q4 2019.

  • Sandy Spring Bank reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q4 2019 after selling out during the quarter.
  • Sandy Spring Bank sold 2,000 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q4 2019, an estimated $24K.
  • Sandy Spring Bank first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q3 2019 and held it in 1 quarter.
  • Sandy Spring Bank's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $24K in Q3 2019.
  • 37 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q4 2019.

Based on Sandy Spring Bank's 13F filing for Q4 2019, filed 6 Feb 2020.