SA
PFD

SpiderRock Advisors’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

SpiderRock Advisors’s Portfolio PFD Stock Details PFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$138K Hold
11,533
– – ﹤0.01% 810
2024
Q2 		$120K Hold
11,533
– – ﹤0.01% 748
2024
Q1 		$121K Buy
+11,533
New +$118K ﹤0.01% 708

Other funds holding PFD

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SpiderRock Advisors's PFD Position: Q3 2024 in Review

SpiderRock Advisors held its Flaherty & Crumrine Preferred and Income Fund (PFD) position steady in Q3 2024 at 11,533 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

SpiderRock Advisors first reported a position in PFD in Q1 2024 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold PFD as of Q3 2024.

  • SpiderRock Advisors held 11,533 shares of Flaherty & Crumrine Preferred and Income Fund worth $138K as of Q3 2024.
  • SpiderRock Advisors left its Flaherty & Crumrine Preferred and Income Fund share count unchanged in Q3 2024.
  • Flaherty & Crumrine Preferred and Income Fund made up ﹤0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #810 holding.
  • SpiderRock Advisors first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q1 2024 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.