Flaherty & Crumrine Dynamic
(33848W106)
Funds Reporting Holdings of Flaherty & Crumrine Dynamic according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Cohen & Steers Capital Management Inc | 133,138 | $3,117k | Mar 31, 2015 | May 15, 2015 | |
The Mathes Company Inc | 60,400 | $1,512k | Jun 30, 2019 | Jul 29, 2019 | |
Shaker Financial Services LLC | 37,081 | $928k | Jun 30, 2019 | Aug 8, 2019 | |
Cambridge Investment Research Advisors Inc | 36,757 | $920k | Jun 30, 2019 | Aug 15, 2019 | |
Adirondack Research & Management Inc | 25,350 | $577k | Jun 30, 2019 | Aug 6, 2019 | |
Lakeview Capital Partners LLC | 16,417 | $411k | Jun 30, 2019 | Aug 5, 2019 | |
BLB & B Advisors LLC | 8,293 | $208k | Jun 30, 2019 | Jul 29, 2019 | |
Thomas J Herzfeld Advisors Inc | 815 | $20k | Jun 30, 2019 | Aug 13, 2019 | |
Lucia Wealth Services LLC | 644 | $16k | Jun 30, 2019 | Jul 23, 2019 |