SQA
DFP

Simon Quick Advisors’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Simon Quick 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
2019
Q1 		– Sell
-1,066
Closed -$22K – 404
2018
Q4 		$22K Buy
+1,066
New +$22.9K 0.01% 244

Other funds holding DFP

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LWS
Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Simon Quick Advisors's DFP Position: Q1 2019 in Review

Simon Quick Advisors sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q1 2019, closing a stake of 1,066 shares — an estimated $22K sold.

Simon Quick Advisors first reported a position in DFP in Q4 2018 and held it in 1 quarter. The position peaked at $22K in Q4 2018. 54 funds tracked by Wall St. Rank hold DFP as of Q1 2019.

  • Simon Quick Advisors reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q1 2019 after selling out during the quarter.
  • Simon Quick Advisors sold 1,066 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2019, an estimated $22K.
  • Simon Quick Advisors first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2018 and held it in 1 quarter.
  • Simon Quick Advisors's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $22K in Q4 2018.
  • 54 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2019.

Based on Simon Quick Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.