Stratos Wealth Partners’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Stratos Wealth Partners’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
2018 Q4	–	Sell	-1,268	Closed	-$29K	–	1186
2018 Q3	$29K	Buy	+1,268	New	+$30.6K	﹤0.01%	1698
2018 Q2	–	Sell	-1,268	Closed	-$31K	–	1327
2018 Q1	$31K	Hold	1,268	–	–	﹤0.01%	1821
2017 Q4	$34K	Sell	1,268 -11,193	-90%	-$297K	﹤0.01%	1692
2017 Q3	$330K	Buy	+12,461	New	+$329K	0.02%	648

Other funds holding DFP

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

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

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

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

LWS

Lucia Wealth Services San Diego, California $426M AUM 19.43% 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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

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

Stratos Wealth Partners's DFP Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q4 2018, closing a stake of 1,268 shares — an estimated $29K sold.

Stratos Wealth Partners first reported a position in DFP in Q3 2017 and held it in 4 quarters. The position peaked at $330K in Q3 2017. 52 funds tracked by Wall St. Rank hold DFP as of Q4 2018.

Stratos Wealth Partners reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 1,268 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q4 2018, an estimated $29K.
Stratos Wealth Partners first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q3 2017 and held it in 4 quarters.
Stratos Wealth Partners's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $330K in Q3 2017.
52 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.