WFG Advisors’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

WFG Advisors’s Portfolio PFO Stock Details PFO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-7,884	Closed	-$91K	–	1989
2014 Q4	$91K	Hold	7,884	–	–	0.02%	670
2014 Q3	$86K	Hold	7,884	–	–	0.02%	716
2014 Q2	$91K	Hold	7,884	–	–	0.02%	692
2014 Q1	$89K	Hold	7,884	–	–	0.02%	683
2013 Q4	$79K	Hold	7,884	–	–	0.01%	831
2013 Q3	$80K	Sell	7,884 -121	-2%	-$1.25K	0.01%	774
2013 Q2	$88K	Buy	+8,005	New	+$96.2K	0.01%	703

Other funds holding PFO

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

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

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

CHA

Cedar Hill Associates Chicago, Illinois $261M AUM 7.91% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

ICAS

Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return

VFS

VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return

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

WFG Advisors's PFO Position: Q1 2015 in Review

WFG Advisors sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q1 2015, closing a stake of 7,884 shares — an estimated $91K sold.

WFG Advisors first reported a position in PFO in Q2 2013 and held it in 7 quarters. The position peaked at $91K in Q4 2014. 21 funds tracked by Wall St. Rank hold PFO as of Q1 2015.

WFG Advisors reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 7,884 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q1 2015, an estimated $91K.
WFG Advisors first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q2 2013 and held it in 7 quarters.
WFG Advisors's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $91K in Q4 2014.
21 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.