Windsor Capital Management’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Windsor Capital 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
2015 Q4	–	Sell	-200	Closed	-$2K	–	335
2015 Q3	$2K	Buy	+200	New	+$2.61K	﹤0.01%	513

Other funds holding PFD

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

CCM

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Windsor Capital Management's PFD Position: Q4 2015 in Review

Windsor Capital Management sold out of Flaherty & Crumrine Preferred and Income Fund (PFD) in Q4 2015, closing a stake of 200 shares — an estimated $2K sold.

Windsor Capital Management first reported a position in PFD in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 21 funds tracked by Wall St. Rank hold PFD as of Q4 2015.

Windsor Capital Management reported no remaining Flaherty & Crumrine Preferred and Income Fund position as of Q4 2015 after selling out during the quarter.
Windsor Capital Management sold 200 Flaherty & Crumrine Preferred and Income Fund shares in Q4 2015, an estimated $2K.
Windsor Capital Management first reported a position in Flaherty & Crumrine Preferred and Income Fund in Q3 2015 and held it in 1 quarter.
Windsor Capital Management's Flaherty & Crumrine Preferred and Income Fund position peaked at $2K in Q3 2015.
21 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Fund as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.