CWP
FFC

Capital Wealth Planning’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Capital Wealth Planning’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
Q3 		– Sell
-15,877
Closed -$316K – 277
2019
Q2 		$316K Buy
+15,877
New +$310K 0.02% 175

Other funds holding FFC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $2.47B AUM 24.93% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Wealth Planning's FFC Position: Q3 2019 in Review

Capital Wealth Planning sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q3 2019, closing a stake of 15,877 shares — an estimated $316K sold.

Capital Wealth Planning first reported a position in FFC in Q2 2019 and held it in 1 quarter. The position peaked at $316K in Q2 2019. 93 funds tracked by Wall St. Rank hold FFC as of Q3 2019.

  • Capital Wealth Planning reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q3 2019 after selling out during the quarter.
  • Capital Wealth Planning sold 15,877 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q3 2019, an estimated $316K.
  • Capital Wealth Planning first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q2 2019 and held it in 1 quarter.
  • Capital Wealth Planning's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $316K in Q2 2019.
  • 93 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q3 2019.

Based on Capital Wealth Planning's 13F filing for Q3 2019, filed 12 Nov 2019.