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Flaherty & Crumrine Pref. Income shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Flaherty & Crumrine Pref. Income (PFD) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Flaherty & Crumrine Pref. Income

Tip: Access up to 7 years of quarterly data

All positions including Flaherty & Crumrine Pref. Income held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flaherty & Crumrine Pref. Income by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.0k 200 9.88
2023-09-30 $1.8k 200 9.13
2023-06-30 $2.0k 200 9.86
2023-03-31 $2.1k 200 10.61

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Top funds holding Flaherty & Crumrine Pref. Income

Raymond James Financial Services Advisors
UBS Group
Bank of America Corporation
Wolverine Asset Management
CNH Partners
Advisor Group Holdings
Private Wealth Strategies
Royal Bank of Canada
Landscape Capital Management
Robinson Capital Management
SFI Advisors
LongView Wealth Management
Wells Fargo & Company
Raymond James & Associates
D.A. Davidson & Co.

View all funds holding Flaherty & Crumrine Pref. Income