WFG Advisors’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

WFG Advisors’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	$113K	Buy	4,297 +2,047	+91%	+$52.1K	0.03%	503
2017 Q1	$55K	Sell	2,250 -800	-26%	-$19.6K	0.01%	634
2016 Q4	$72K	Hold	3,050	–	–	0.02%	623
2016 Q3	$77K	Hold	3,050	–	–	0.02%	598
2016 Q2	$74K	Hold	3,050	–	–	0.02%	581
2016 Q1	$72K	Buy	+3,050	New	+$69.5K	0.02%	564

Other funds holding DFP

RJA

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $377B AUM 19.32% 1-Year Est. Return

FFA

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

ACP

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

WFG Advisors's DFP Position: Q2 2017 in Review

WFG Advisors increased its Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) stake by 91% in Q2 2017, buying an estimated $52.1K and bringing the position to 4,297 shares worth $113K. The position accounts for 0.03% of the portfolio, ranked #503.

WFG Advisors first reported a position in DFP in Q1 2016 and has held it in 6 quarters since. 42 funds tracked by Wall St. Rank hold DFP as of Q2 2017.

WFG Advisors held 4,297 shares of Flaherty & Crumrine Dynamic Preferred and Income Fund worth $113K as of Q2 2017.
WFG Advisors bought 2,047 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2017, an estimated $52.1K.
Flaherty & Crumrine Dynamic Preferred and Income Fund made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #503 holding.
WFG Advisors first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q1 2016 and has held it in 6 quarters since.
42 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.