Aevitas Wealth Management’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Aevitas Wealth 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
2020 Q1	–	Sell	-16,147	Closed	-$350K	–	101
2019 Q4	$350K	Buy	16,147 +75	+0.5%	+$1.6K	0.33%	81
2019 Q3	$337K	Buy	16,072 +77	+0.5%	+$1.57K	0.34%	80
2019 Q2	$319K	Sell	15,995 -10,911	-41%	-$213K	0.32%	82
2019 Q1	$508K	Sell	26,906 -3,166	-11%	-$58.2K	0.45%	62
2018 Q4	$503K	Sell	30,072 -15,921	-35%	-$271K	0.51%	55
2018 Q3	$838K	Sell	45,993 -3,243	-7%	-$61.6K	0.76%	38
2018 Q2	$932K	Buy	49,236 +201	+0.4%	+$3.76K	0.91%	35
2018 Q1	$932K	Sell	49,035 -1,425	-3%	-$27.4K	0.93%	33
2017 Q4	$1.03M	Buy	+50,460	New	+$1.05M	0.98%	35

Other funds holding FFC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aevitas Wealth Management's FFC Position: Q1 2020 in Review

Aevitas Wealth Management sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q1 2020, closing a stake of 16,147 shares — an estimated $350K sold.

Aevitas Wealth Management first reported a position in FFC in Q4 2017 and held it in 9 quarters. The position peaked at $1.03M in Q4 2017. 96 funds tracked by Wall St. Rank hold FFC as of Q1 2020.

Aevitas Wealth Management reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q1 2020 after selling out during the quarter.
Aevitas Wealth Management sold 16,147 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q1 2020, an estimated $350K.
Aevitas Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2017 and held it in 9 quarters.
Aevitas Wealth Management's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $1.03M in Q4 2017.
96 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q1 2020.

Based on Aevitas Wealth Management's 13F filing for Q1 2020, filed 16 Apr 2020.