TRUE Private Wealth Advisors’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

TRUE Private Wealth Advisors’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
2020 Q1	–	Sell	-16,852	Closed	-$207K	–	791
2019 Q4	$207K	Hold	16,852	–	–	0.03%	214
2019 Q3	$206K	Hold	16,852	–	–	0.04%	193
2019 Q2	$197K	Buy	+16,852	New	+$194K	0.03%	194

Other funds holding PFO

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

SXL

Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return

PAG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

TRUE Private Wealth Advisors's PFO Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q1 2020, closing a stake of 16,852 shares — an estimated $207K sold.

TRUE Private Wealth Advisors first reported a position in PFO in Q2 2019 and held it in 3 quarters. The position peaked at $207K in Q4 2019. 36 funds tracked by Wall St. Rank hold PFO as of Q1 2020.

TRUE Private Wealth Advisors reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q1 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 16,852 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q1 2020, an estimated $207K.
TRUE Private Wealth Advisors first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q2 2019 and held it in 3 quarters.
TRUE Private Wealth Advisors's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $207K in Q4 2019.
36 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.