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Flaherty and Crumrine Dynamic
Flaherty and Crumrine Dynamic. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 2 Institutional holders with a total value of $10,326,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Oxbow Advisors, LLC 387,809 8,629,000 83.57%
2 FIRST FOUNDATION ADVISORS 76,253 1,697,000 16.43%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.