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ícone de PFD

Flaherty & Crumrine Preferred and Income Fund
PFD

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
LPL Financial
1
LPL Financial
California
US$ 1,23 mi +US$ 493 mil +37.829 +68%
UBS Group
2
UBS Group
Switzerland
US$ 581 mil +US$ 33,4 mil +2.560 +6%
Curi RMB Capital
3
Curi RMB Capital
Illinois
US$ 506 mil -US$ 93 mil -7.141 -15%
Bank of America
4
Bank of America
North Carolina
US$ 369 mil +US$ 65 mil +4.989 +21%
D.A. Davidson & Co
5
D.A. Davidson & Co
Montana
US$ 348 mil – – –
Private Advisor Group
6
Private Advisor Group
New Jersey
US$ 339 mil +US$ 9,2 mil +706 +3%
Morgan Stanley
7
Morgan Stanley
New York
US$ 325 mil +US$ 114 mil +8.782 +54%
Covington Capital Management
8
Covington Capital Management
California
US$ 229 mil – – –
Wells Fargo
9
Wells Fargo
California
US$ 204 mil +US$ 20,8 mil +1.594 +11%
Citigroup
10
Citigroup
New York
US$ 157 mil +US$ 158 mil +12.149 Nova
Oxbow Advisors
11
Oxbow Advisors
Texas
US$ 144 mil +US$ 1,51 mil +116 +1%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
US$ 31 mil – – –
Ladenburg Thalmann Financial Services
13
Ladenburg Thalmann Financial Services
Florida
US$ 29 mil -US$ 19,5 mil -1.500 -39%
Creative Planning
14
Creative Planning
Kansas
US$ 26 mil – – –
IFP Advisors
15
IFP Advisors
Florida
US$ 26 mil +US$ 26,1 mil +2.000 Nova
American International Group
16
American International Group
New York
US$ 25 mil +US$ 182 +14 +0,8%
MSI Financial Services
17
MSI Financial Services
Massachusetts
US$ 25 mil +US$ 326 +25 +1%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
US$ 24 mil – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
US$ 20 mil +US$ 2,61 mil +200 +14%
Mosaic Family Wealth
20
Mosaic Family Wealth
Missouri
US$ 18 mil +US$ 18,7 mil +1.436 Nova
Winslow Evans & Crocker
21
Winslow Evans & Crocker
Massachusetts
US$ 11,4 mil – – –
Noesis Capital Mangement
22
Noesis Capital Mangement
Florida
– -US$ 201 mil -16.000 Encerrada
Wolverine Asset Management
23
Wolverine Asset Management
Illinois
– -US$ 186 mil -14.846 Encerrada
First City Capital Management
24
First City Capital Management
Georgia
– -US$ 6,6 mil -643 Encerrada
Windsor Capital Management
25
Windsor Capital Management
Arizona
– -US$ 2 mil -200 Encerrada
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