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

Squar Milner 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
2020 Q2	–	Sell	-5,200	Closed	-$105K	–	328
2020 Q1	$105K	Hold	5,200	–	–	0.06%	250
2019 Q4	$139K	Buy	+5,200	New	+$137K	0.07%	259
2019 Q3	–	Sell	-5,200	Closed	-$130K	–	332
2019 Q2	$130K	Hold	5,200	–	–	0.09%	232
2019 Q1	$123K	Buy	+5,200	New	+$119K	0.09%	234

Other funds holding DFP

RJA

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.18B AUM 28.15% 1-Year Est. Return

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

1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return

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

PAG

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

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

Squar Milner Financial Services's DFP Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2020, closing a stake of 5,200 shares — an estimated $105K sold.

Squar Milner Financial Services first reported a position in DFP in Q1 2019 and held it in 4 quarters. The position peaked at $139K in Q4 2019. 55 funds tracked by Wall St. Rank hold DFP as of Q2 2020.

Squar Milner Financial Services reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 5,200 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2020, an estimated $105K.
Squar Milner Financial Services first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2019 and held it in 4 quarters.
Squar Milner Financial Services's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $139K in Q4 2019.
55 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.