SIAP
DFP

Sterling Investment Advisors (Pennsylvania)’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q1 		– Sell
-5,000
Closed -$133K – 401
2019
Q4 		$133K Buy
5,000
+2,000
+67% +$52.6K 0.06% 137
2019
Q3 		$78K Buy
+3,000
New +$76.7K 0.04% 170

Other funds holding DFP

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $254M AUM 20.38% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s DFP Position: Q1 2020 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q1 2020, closing a stake of 5,000 shares — an estimated $133K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in DFP in Q3 2019 and held it in 2 quarters. The position peaked at $133K in Q4 2019. 56 funds tracked by Wall St. Rank hold DFP as of Q1 2020.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q1 2020 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 5,000 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2020, an estimated $133K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q3 2019 and held it in 2 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $133K in Q4 2019.
  • 56 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2020.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 30 Apr 2020.