Stifel Financial’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Stifel Financial’s Portfolio PFO Stock Details PFO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,760	Closed	-$101K	–	3463
2024 Q3	$101K	Hold	10,760	–	–	﹤0.01%	3239
2024 Q2	$91.1K	Hold	10,760	–	–	﹤0.01%	3228
2024 Q1	$90.8K	Hold	10,760	–	–	﹤0.01%	3208
2023 Q4	$85.7K	Hold	10,760	–	–	﹤0.01%	3181
2023 Q3	$80.1K	Hold	10,760	–	–	﹤0.01%	3139
2023 Q2	$86.2K	Hold	10,760	–	–	﹤0.01%	3188
2023 Q1	$88.8K	Hold	10,760	–	–	﹤0.01%	3191
2022 Q4	$92.5K	Hold	10,760	–	–	﹤0.01%	3142
2022 Q3	$92K	Hold	10,760	–	–	﹤0.01%	3116
2022 Q2	$102K	Hold	10,760	–	–	﹤0.01%	3150
2022 Q1	$123K	Hold	10,760	–	–	﹤0.01%	3231
2021 Q4	$137K	Buy	+10,760	New	+$136K	﹤0.01%	3224
2020 Q1	–	Sell	-11,500	Closed	-$143K	–	3011
2019 Q4	$143K	Hold	11,500	–	–	﹤0.01%	2840
2019 Q3	$139K	Hold	11,500	–	–	﹤0.01%	2722
2019 Q2	$133K	Hold	11,500	–	–	﹤0.01%	2796
2019 Q1	$128K	Hold	11,500	–	–	﹤0.01%	2669
2018 Q4	$121K	Sell	11,500 -250	-2%	-$2.78K	﹤0.01%	2537
2018 Q3	$136K	Buy	11,750 +250	+2%	+$2.89K	﹤0.01%	2643
2018 Q2	$125K	Sell	11,500 -6,000	-34%	-$64.6K	﹤0.01%	2613
2018 Q1	$189K	Buy	17,500 +5,500	+46%	+$61.4K	﹤0.01%	2486
2017 Q4	$141K	Buy	+12,000	New	+$145K	﹤0.01%	2507

Other funds holding PFO

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

PAG

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

EMCIP

Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $222M AUM 35.92% 1-Year Est. Return

Stifel Financial's PFO Position: Q4 2024 in Review

Stifel Financial sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q4 2024, closing a stake of 10,760 shares — an estimated $101K sold.

Stifel Financial first reported a position in PFO in Q4 2017 and held it in 21 quarters. The position peaked at $189K in Q1 2018. 44 funds tracked by Wall St. Rank hold PFO as of Q4 2024.

Stifel Financial reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q4 2024 after selling out during the quarter.
Stifel Financial sold 10,760 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q4 2024, an estimated $101K.
Stifel Financial first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2017 and held it in 21 quarters.
Stifel Financial's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $189K in Q1 2018.
44 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q4 2024.

Based on Stifel Financial's 13F filing for Q4 2024, filed 13 Feb 2025.