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

Institutional Holders (2015Q1)
Portfolio Summary: 2 Institutional holders with a total value of $9,788,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Oxbow Advisors, LLC 384,464 9,000,000 91.95%
2 FIRST FOUNDATION ADVISORS 33,662 788,000 8.05%

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.