SIM
DFP

Sonora Investment Management’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Sonora Investment Management’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
Q2 		– Sell
-245
Closed -$6K – 1677
2019
Q1 		$6K Buy
+245
New +$5.61K ﹤0.01% 1195

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Sonora Investment Management's DFP Position: Q2 2019 in Review

Sonora Investment Management sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2019, closing a stake of 245 shares — an estimated $6K sold.

Sonora Investment Management first reported a position in DFP in Q1 2019 and held it in 1 quarter. The position peaked at $6K in Q1 2019. 51 funds tracked by Wall St. Rank hold DFP as of Q2 2019.

  • Sonora Investment Management reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q2 2019 after selling out during the quarter.
  • Sonora Investment Management sold 245 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2019, an estimated $6K.
  • Sonora Investment Management first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2019 and held it in 1 quarter.
  • Sonora Investment Management's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $6K in Q1 2019.
  • 51 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2019.

Based on Sonora Investment Management's 13F filing for Q2 2019, filed 19 Jul 2019.