Yorktown Management & Research Company’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Yorktown Management & Research Company’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	-20,000	Closed	-$491K	–	313
2017 Q1	$491K	Buy	20,000 +5,785	+41%	+$142K	0.13%	99
2016 Q4	$338K	Buy	+14,215	New	+$336K	0.09%	103

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

Yorktown Management & Research Company's DFP Position: Q2 2017 in Review

Yorktown Management & Research Company sold out of Flaherty & Crumrine Dynamic Preferred and Income Fund (DFP) in Q2 2017, closing a stake of 20,000 shares — an estimated $491K sold.

Yorktown Management & Research Company first reported a position in DFP in Q4 2016 and held it in 2 quarters. The position peaked at $491K in Q1 2017. 42 funds tracked by Wall St. Rank hold DFP as of Q2 2017.

Yorktown Management & Research Company reported no remaining Flaherty & Crumrine Dynamic Preferred and Income Fund position as of Q2 2017 after selling out during the quarter.
Yorktown Management & Research Company sold 20,000 Flaherty & Crumrine Dynamic Preferred and Income Fund shares in Q2 2017, an estimated $491K.
Yorktown Management & Research Company first reported a position in Flaherty & Crumrine Dynamic Preferred and Income Fund in Q4 2016 and held it in 2 quarters.
Yorktown Management & Research Company's Flaherty & Crumrine Dynamic Preferred and Income Fund position peaked at $491K in Q1 2017.
42 funds tracked by Wall St. Rank held Flaherty & Crumrine Dynamic Preferred and Income Fund as of Q2 2017.

Based on Yorktown Management & Research Company's 13F filing for Q2 2017, filed 11 Aug 2017.