SCA
PFO

Snowden Capital Advisors’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Snowden Capital Advisors’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
2022
Q1 		– Sell
-2,275
Closed -$29K – 1773
2021
Q4 		$29K Buy
+2,275
New +$28.8K ﹤0.01% 1199

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Snowden Capital Advisors's PFO Position: Q1 2022 in Review

Snowden Capital Advisors sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q1 2022, closing a stake of 2,275 shares — an estimated $29K sold.

Snowden Capital Advisors first reported a position in PFO in Q4 2021 and held it in 1 quarter. The position peaked at $29K in Q4 2021. 38 funds tracked by Wall St. Rank hold PFO as of Q1 2022.

  • Snowden Capital Advisors reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q1 2022 after selling out during the quarter.
  • Snowden Capital Advisors sold 2,275 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q1 2022, an estimated $29K.
  • Snowden Capital Advisors first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2021 and held it in 1 quarter.
  • Snowden Capital Advisors's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $29K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2022.

Based on Snowden Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.