TFA
DFP

Transamerica Financial Advisors’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Transamerica Financial Advisors’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
2016
Q1 		– Sell
-3,400
Closed -$78K – 771
2015
Q4 		$78K Buy
+3,400
New +$76.9K 0.01% 360

Other funds holding DFP

OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Transamerica Financial Advisors's DFP Position: Q1 2016 in Review

Transamerica Financial Advisors sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q1 2016, closing a stake of 3,400 shares — an estimated $78K sold.

Transamerica Financial Advisors first reported a position in DFP in Q4 2015 and held it in 1 quarter. The position peaked at $78K in Q4 2015. 37 funds tracked by Wall St. Rank hold DFP as of Q1 2016.

  • Transamerica Financial Advisors reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q1 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 3,400 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q1 2016, an estimated $78K.
  • Transamerica Financial Advisors first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2015 and held it in 1 quarter.
  • Transamerica Financial Advisors's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $78K in Q4 2015.
  • 37 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q1 2016.

Based on Transamerica Financial Advisors's 13F filing for Q1 2016, filed 21 Apr 2016.