Truvestments Capital’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Truvestments Capital’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
2018 Q3	$23K	Buy	+1,750	New	+$24.1K	0.01%	494

Other funds holding PFD

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Truvestments Capital's PFD Position: Q3 2018 in Review

Truvestments Capital opened a new position in Flaherty & Crumrine Preferred and Income Fund (PFD) in Q3 2018: 1,750 shares worth $23K. The stake represents 0.01% of the portfolio and ranks #494 among its holdings.

32 funds tracked by Wall St. Rank hold PFD as of Q3 2018.

Truvestments Capital held 1,750 shares of Flaherty & Crumrine Preferred and Income Fund worth $23K as of Q3 2018.
Flaherty & Crumrine Preferred and Income Fund was a new Truvestments Capital position in Q3 2018.
Flaherty & Crumrine Preferred and Income Fund made up 0.01% of Truvestments Capital's portfolio in Q3 2018, its #494 holding.
32 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q3 2018.

Based on Truvestments Capital's 13F filing for Q3 2018, filed 22 Oct 2018.