Sowell Financial Services’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-62	Closed	-$2K	–	1048
2021 Q1	$2K	Buy	62 +1	+2%	+$29	﹤0.01%	2811
2020 Q4	$2K	Buy	61 +1	+2%	+$28	﹤0.01%	2454
2020 Q3	$2K	Buy	60 +2	+3%	+$52	﹤0.01%	2206
2020 Q2	$1K	Buy	58 +1	+2%	+$24	﹤0.01%	2269
2020 Q1	$1K	Buy	57 +1	+2%	+$25	﹤0.01%	2214
2019 Q4	$2K	Hold	56	–	–	﹤0.01%	2172
2019 Q3	$1K	Buy	+56	New	+$1.43K	﹤0.01%	2217

Other funds holding DFP

RJA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

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

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

1776 Wealth Atlanta, Georgia $284M AUM 21.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sowell Financial Services's DFP Position: Q2 2021 in Review

Sowell Financial Services sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2021, closing a stake of 62 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in DFP in Q3 2019 and held it in 7 quarters. The position peaked at $2K in Q1 2021. 71 funds tracked by Wall St. Rank hold DFP as of Q2 2021.

Sowell Financial Services reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 62 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2021, an estimated $2K.
Sowell Financial Services first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $2K in Q1 2021.
71 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.