Advisornet Financial’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Advisornet Financial’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
2022 Q1	–	Sell	-5,010	Closed	-$109K	–	2047
2021 Q4	$109K	Hold	5,010	–	–	0.01%	772
2021 Q3	$112K	Hold	5,010	–	–	0.01%	748
2021 Q2	$114K	Hold	5,010	–	–	0.01%	743
2021 Q1	$117K	Buy	5,010 +900	+22%	+$20.3K	0.01%	707
2020 Q4	$96K	Buy	4,110 +2,010	+96%	+$44.6K	0.01%	707
2020 Q3	$44K	Hold	2,100	–	–	﹤0.01%	887
2020 Q2	$42K	Hold	2,100	–	–	﹤0.01%	900
2020 Q1	$35K	Hold	2,100	–	–	﹤0.01%	913
2019 Q4	$46K	Hold	2,100	–	–	﹤0.01%	921
2019 Q3	$44K	Hold	2,100	–	–	﹤0.01%	952
2019 Q2	$42K	Sell	2,100 -414	-16%	-$8.08K	﹤0.01%	854
2019 Q1	$48K	Buy	2,514 +1,000	+66%	+$18.4K	0.01%	742
2018 Q4	$25K	Hold	1,514	–	–	﹤0.01%	870
2018 Q3	$28K	Hold	1,514	–	–	﹤0.01%	870
2018 Q2	$29K	Buy	1,514 +414	+38%	+$7.74K	﹤0.01%	855
2018 Q1	$21K	Buy	+1,100	New	+$21.2K	﹤0.01%	914

Other funds holding FFC

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Golden Green Seneca, South Carolina $97.4M AUM 20.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Advisornet Financial's FFC Position: Q1 2022 in Review

Advisornet Financial sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q1 2022, closing a stake of 5,010 shares — an estimated $109K sold.

Advisornet Financial first reported a position in FFC in Q1 2018 and held it in 16 quarters. The position peaked at $117K in Q1 2021. 100 funds tracked by Wall St. Rank hold FFC as of Q1 2022.

Advisornet Financial reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q1 2022 after selling out during the quarter.
Advisornet Financial sold 5,010 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q1 2022, an estimated $109K.
Advisornet Financial first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q1 2018 and held it in 16 quarters.
Advisornet Financial's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $117K in Q1 2021.
100 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q1 2022.

Based on Advisornet Financial's 13F filing for Q1 2022, filed 14 Apr 2022.