WealthPLAN Partners’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

WealthPLAN Partners’s Portfolio DFP Stock Details DFP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-1,000	Closed	-$24.6K	–	237
2017 Q1	$24.6K	Buy	+1,000	New	+$24.5K	0.09%	164
2016 Q3	$176K	Buy	+7,046	New	+$174K	0.06%	157

Other funds holding DFP

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

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

Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return