AIM
FFC

Advantage Investment Management’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Advantage Investment Management’s Portfolio FFC Stock Details FFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$21K Hold
1,000
– – 0.02% 514
2019
Q2 		$20K Hold
1,000
– – 0.02% 537
2019
Q1 		$19K Buy
+1,000
New +$18.4K 0.01% 526

Other funds holding FFC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advantage Investment Management's FFC Position: Q3 2019 in Review

Advantage Investment Management held its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) position steady in Q3 2019 at 1,000 shares worth $21K. The position accounts for 0.02% of the portfolio, ranked #514.

Advantage Investment Management first reported a position in FFC in Q1 2019 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold FFC as of Q3 2019.

  • Advantage Investment Management held 1,000 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $21K as of Q3 2019.
  • Advantage Investment Management left its Flaherty & Crumrine Preferred and Income Securities Fund share count unchanged in Q3 2019.
  • Flaherty & Crumrine Preferred and Income Securities Fund made up 0.02% of Advantage Investment Management's portfolio in Q3 2019, its #514 holding.
  • Advantage Investment Management first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q1 2019 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.