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

Avior 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
2019 Q2	–	Sell	-414	Closed	-$8.08K	–	846
2019 Q1	$7K	Hold	414	–	–	﹤0.01%	552
2018 Q4	$6K	Hold	414	–	–	﹤0.01%	601
2018 Q3	$8K	Hold	414	–	–	﹤0.01%	597
2018 Q2	$8K	Hold	414	–	–	﹤0.01%	604
2018 Q1	$8K	Hold	414	–	–	﹤0.01%	599
2017 Q4	$8K	Hold	414	–	–	﹤0.01%	612
2017 Q3	$6K	Hold	414	–	–	﹤0.01%	373
2017 Q2	$9K	Hold	414	–	–	﹤0.01%	319
2017 Q1	$3K	Hold	414	–	–	﹤0.01%	432
2016 Q4	$8K	Hold	414	–	–	﹤0.01%	351
2016 Q3	$9K	Hold	414	–	–	﹤0.01%	342
2016 Q2	$9K	Hold	414	–	–	﹤0.01%	341
2016 Q1	$8K	Hold	414	–	–	﹤0.01%	353
2015 Q4	$8K	Hold	414	–	–	﹤0.01%	331
2015 Q3	$8K	Hold	414	–	–	﹤0.01%	294
2015 Q2	$8K	Hold	414	–	–	0.01%	276
2015 Q1	$8K	Hold	414	–	–	0.01%	262
2014 Q4	$8K	Hold	414	–	–	0.01%	238
2014 Q3	$8K	Hold	414	–	–	0.01%	242
2014 Q2	$8K	Hold	414	–	–	0.01%	247
2014 Q1	$8K	Buy	+414	New	+$7.67K	0.01%	240

Other funds holding FFC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Avior Wealth Management's FFC Position: Q2 2019 in Review

Avior Wealth Management sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q2 2019, closing a stake of 414 shares — an estimated $8.08K sold.

Avior Wealth Management first reported a position in FFC in Q1 2014 and held it in 21 quarters. The position peaked at $9K in Q2 2017. 93 funds tracked by Wall St. Rank hold FFC as of Q2 2019.

Avior Wealth Management reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q2 2019 after selling out during the quarter.
Avior Wealth Management sold 414 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2019, an estimated $8.08K.
Avior Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q1 2014 and held it in 21 quarters.
Avior Wealth Management's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $9K in Q2 2017.
93 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2019.

Based on Avior Wealth Management's 13F filing for Q2 2019, filed 14 Aug 2019.