AIP
FFC

Ahrens Investment Partners’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$23.9K Buy
+1,728
New +$27.4K 0.01% 441
2022
Q3 		– Sell
-1,728
Closed -$29K – 421
2022
Q2 		$29K Hold
1,728
– – 0.01% 433
2022
Q1 		$34K Hold
1,728
– – 0.01% 479
2021
Q4 		$38K Buy
+1,728
New +$38.1K 0.02% 466
2020
Q1 		– Sell
-11,700
Closed -$254K – 147
2019
Q4 		$254K Sell
11,700
-500
-4% -$10.7K 0.11% 136
2019
Q3 		$256K Buy
12,200
+1,500
+14% +$30.5K 0.11% 134
2019
Q2 		$213K Hold
10,700
– – 0.1% 137
2019
Q1 		$202K Buy
+10,700
New +$197K 0.09% 145

Other funds holding FFC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
GG
Golden Green Seneca, South Carolina $97.4M AUM 20.83% 1-Year Est. Return