United Capital Financial Advisors’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

United Capital Financial 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
2022 Q3	–	Sell	-12,000	Closed	-$114K	–	1137
2022 Q2	$114K	Hold	12,000	–	–	﹤0.01%	1084
2022 Q1	$138K	Buy	+12,000	New	+$138K	﹤0.01%	1123
2013 Q3	–	Sell	-15,539	Closed	-$171K	–	730
2013 Q2	$171K	Buy	+15,539	New	+$187K	﹤0.01%	663

Other funds holding PFO

PAG

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

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

DADC

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

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

United Capital Financial Advisors's PFO Position: Q3 2022 in Review

United Capital Financial Advisors sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q3 2022, closing a stake of 12,000 shares — an estimated $114K sold.

United Capital Financial Advisors first reported a position in PFO in Q2 2013 and held it in 3 quarters. The position peaked at $171K in Q2 2013. 42 funds tracked by Wall St. Rank hold PFO as of Q3 2022.

United Capital Financial Advisors reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q3 2022 after selling out during the quarter.
United Capital Financial Advisors sold 12,000 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q3 2022, an estimated $114K.
United Capital Financial Advisors first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q2 2013 and held it in 3 quarters.
United Capital Financial Advisors's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $171K in Q2 2013.
42 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q3 2022.

Based on United Capital Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.