Walled Lake Planning & Wealth Management’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Walled Lake Planning & Wealth Management’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
2021 Q4	–	Sell	-6,236	Closed	-$98K	–	256
2021 Q3	$98K	Hold	6,236	–	–	0.06%	124
2021 Q2	$104K	Hold	6,236	–	–	0.07%	111
2021 Q1	$111K	Buy	6,236 +100	+2%	+$1.84K	0.08%	104
2020 Q4	$116K	Hold	6,136	–	–	0.09%	91
2020 Q3	$101K	Buy	+6,136	New	+$95.6K	0.08%	96

Other funds holding PFD

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

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

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management's PFD Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q4 2021, closing a stake of 6,236 shares — an estimated $98K sold.

Walled Lake Planning & Wealth Management first reported a position in PFD in Q3 2020 and held it in 5 quarters. The position peaked at $116K in Q4 2020. 44 funds tracked by Wall St. Rank hold PFD as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 6,236 Flaherty & Crumrine Preferred and Income Fund shares in Q4 2021, an estimated $98K.
Walled Lake Planning & Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q3 2020 and held it in 5 quarters.
Walled Lake Planning & Wealth Management's Flaherty & Crumrine Preferred and Income Fund position peaked at $116K in Q4 2020.
44 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.