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DFP

SignatureFD’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

SignatureFD’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
2023
Q2 		– Sell
-2,000
Closed -$36.3K – 3265
2023
Q1 		$36.3K Buy
+2,000
New +$39.5K ﹤0.01% 1541
2020
Q4 		– Sell
-1,050
Closed -$29K – 2577
2020
Q3 		$29K Buy
+1,050
New +$27.4K ﹤0.01% 1216

Other funds holding DFP

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 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
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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SignatureFD's DFP Position: Q2 2023 in Review

SignatureFD sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2023, closing a stake of 2,000 shares — an estimated $36.3K sold.

SignatureFD first reported a position in DFP in Q3 2020 and held it in 2 quarters. The position peaked at $36.3K in Q1 2023. 60 funds tracked by Wall St. Rank hold DFP as of Q2 2023.

  • SignatureFD reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q2 2023 after selling out during the quarter.
  • SignatureFD sold 2,000 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2023, an estimated $36.3K.
  • SignatureFD first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q3 2020 and held it in 2 quarters.
  • SignatureFD's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $36.3K in Q1 2023.
  • 60 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2023.

Based on SignatureFD's 13F filing for Q2 2023, filed 1 Aug 2023.