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

American Financial Advisors’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 Q2	–	Sell	-16,147	Closed	-$318K	–	104
2022 Q1	$318K	Sell	16,147 -1,093	-6%	-$21.7K	0.04%	101
2021 Q4	$374K	Sell	17,240 -1,048	-6%	-$23.1K	0.05%	97
2021 Q3	$407K	Sell	18,288 -1,819	-9%	-$41.6K	0.05%	94
2021 Q2	$457K	Sell	20,107 -2,048	-9%	-$46.8K	0.06%	88
2021 Q1	$519K	Buy	22,155 +280	+1%	+$6.31K	0.08%	84
2020 Q4	$513K	Sell	21,875 -1,049	-5%	-$23.3K	0.07%	78
2020 Q3	$480K	Sell	22,924 -815	-3%	-$17.3K	0.08%	68
2020 Q2	$497K	Buy	23,739 +196	+0.8%	+$3.76K	0.08%	65
2020 Q1	$446K	Sell	23,543 -7,436	-24%	-$152K	0.08%	64
2019 Q4	$647K	Sell	30,979 -19,557	-39%	-$418K	0.11%	51
2019 Q3	$1.06M	Sell	50,536 -40,353	-44%	-$821K	0.2%	45
2019 Q2	$1.81M	Sell	90,889 -81,095	-47%	-$1.58M	0.35%	36
2019 Q1	$3.25M	Sell	171,984 -448,080	-72%	-$8.23M	0.66%	30
2018 Q4	$10.4M	Buy	+620,064	New	+$10.5M	2.27%	17

Other funds holding FFC

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

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

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

CCM

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

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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

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

American Financial Advisors's FFC Position: Q2 2022 in Review

American Financial Advisors sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q2 2022, closing a stake of 16,147 shares — an estimated $318K sold.

American Financial Advisors first reported a position in FFC in Q4 2018 and held it in 14 quarters. The position peaked at $10.4M in Q4 2018. 101 funds tracked by Wall St. Rank hold FFC as of Q2 2022.

American Financial Advisors reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q2 2022 after selling out during the quarter.
American Financial Advisors sold 16,147 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2022, an estimated $318K.
American Financial Advisors first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2018 and held it in 14 quarters.
American Financial Advisors's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $10.4M in Q4 2018.
101 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2022.

Based on American Financial Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.