TI
DFP

tru Independence’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

tru Independence’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
Q3 		– Sell
-4,100
Closed -$100 – 447
2020
Q2 		$100 Hold
4,100
– – 0.01% 305
2020
Q1 		$83 Hold
4,100
– – 0.01% 260
2019
Q4 		$83K Buy
+4,100
New +$108K 0.01% 321

Other funds holding DFP

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1W
1776 Wealth Atlanta, Georgia $254M AUM 20.38% 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 $21.3B AUM 22.13% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

tru Independence's DFP Position: Q3 2020 in Review

tru Independence sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q3 2020, closing a stake of 4,100 shares — an estimated $100 sold.

tru Independence first reported a position in DFP in Q4 2019 and held it in 3 quarters. The position peaked at $83K in Q4 2019. 63 funds tracked by Wall St. Rank hold DFP as of Q3 2020.

  • tru Independence reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q3 2020 after selling out during the quarter.
  • tru Independence sold 4,100 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q3 2020, an estimated $100.
  • tru Independence first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2019 and held it in 3 quarters.
  • tru Independence's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $83K in Q4 2019.
  • 63 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.