South Texas Money Management’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

South Texas Money 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
2017 Q2	–	Sell	-10,460	Closed	-$257K	–	212
2017 Q1	$257K	Buy	+10,460	New	+$256K	0.01%	200

Other funds holding DFP

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

South Texas Money Management's DFP Position: Q2 2017 in Review

South Texas Money Management sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2017, closing a stake of 10,460 shares — an estimated $257K sold.

South Texas Money Management first reported a position in DFP in Q1 2017 and held it in 1 quarter. The position peaked at $257K in Q1 2017. 42 funds tracked by Wall St. Rank hold DFP as of Q2 2017.

South Texas Money Management reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q2 2017 after selling out during the quarter.
South Texas Money Management sold 10,460 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2017, an estimated $257K.
South Texas Money Management first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2017 and held it in 1 quarter.
South Texas Money Management's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $257K in Q1 2017.
42 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2017.

Based on South Texas Money Management's 13F filing for Q2 2017, filed 11 Aug 2017.