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

Verus Capital Partners’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
2020 Q1	$18K	Hold	1,500	–	–	0.01%	835
2019 Q4	$23K	Buy	+1,500	New	+$23.4K	0.01%	869

Other funds holding PFD

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

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

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

DADC

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

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

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

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Verus Capital Partners's PFD Position: Q1 2020 in Review

Verus Capital Partners held its Flaherty & Crumrine Preferred and Income Fund (PFD) position steady in Q1 2020 at 1,500 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #835.

Verus Capital Partners first reported a position in PFD in Q4 2019 and has held it in 2 quarters since. The position peaked at $23K in Q4 2019. 34 funds tracked by Wall St. Rank hold PFD as of Q1 2020.

Verus Capital Partners held 1,500 shares of Flaherty & Crumrine Preferred and Income Fund worth $18K as of Q1 2020.
Verus Capital Partners left its Flaherty & Crumrine Preferred and Income Fund share count unchanged in Q1 2020.
Flaherty & Crumrine Preferred and Income Fund made up 0.01% of Verus Capital Partners's portfolio in Q1 2020, its #835 holding.
Verus Capital Partners first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q4 2019 and has held it in 2 quarters since.
Verus Capital Partners's Flaherty & Crumrine Preferred and Income Fund position peaked at $23K in Q4 2019.
34 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.