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	–	236
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

RJA

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mathes Company New York $322M AUM 37.57% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

WealthPLAN Partners's DFP Position: Q2 2017 in Review

WealthPLAN Partners sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2017, closing a stake of 1,000 shares — an estimated $24.6K sold.

WealthPLAN Partners first reported a position in DFP in Q3 2016 and held it in 2 quarters. The position peaked at $176K in Q3 2016. 42 funds tracked by Wall St. Rank hold DFP as of Q2 2017.

WealthPLAN Partners reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q2 2017 after selling out during the quarter.
WealthPLAN Partners sold 1,000 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2017, an estimated $24.6K.
WealthPLAN Partners first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q3 2016 and held it in 2 quarters.
WealthPLAN Partners's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $176K in Q3 2016.
42 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.