Thrivent Financial for Lutherans
PFD

Thrivent Financial for Lutherans’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Thrivent Financial for Lutherans’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
2017
Q4 		– Sell
-200
Closed -$3K – 2217
2017
Q3 		$3K Buy
+200
New +$3K ﹤0.01% 2252

Other funds holding PFD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CHA
Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Thrivent Financial for Lutherans's PFD Position: Q4 2017 in Review

Thrivent Financial for Lutherans sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q4 2017, closing a stake of 200 shares — an estimated $3K sold.

Thrivent Financial for Lutherans first reported a position in PFD in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 28 funds tracked by Wall St. Rank hold PFD as of Q4 2017.

  • Thrivent Financial for Lutherans reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q4 2017 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 200 Flaherty & Crumrine Preferred and Income Fund shares in Q4 2017, an estimated $3K.
  • Thrivent Financial for Lutherans first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q3 2017 and held it in 1 quarter.
  • Thrivent Financial for Lutherans's Flaherty & Crumrine Preferred and Income Fund position peaked at $3K in Q3 2017.
  • 28 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q4 2017.

Based on Thrivent Financial for Lutherans's 13F filing for Q4 2017, filed 14 Feb 2018.