CPW
FFC

Catalyst Private Wealth’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Catalyst Private Wealth’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
Q4 		– Sell
-388
Closed -$8K – 131
2020
Q3 		$8K Buy
+388
New +$8.22K 0.01% 221

Other funds holding FFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Catalyst Private Wealth's FFC Position: Q4 2020 in Review

Catalyst Private Wealth sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q4 2020, closing a stake of 388 shares — an estimated $8K sold.

Catalyst Private Wealth first reported a position in FFC in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 104 funds tracked by Wall St. Rank hold FFC as of Q4 2020.

  • Catalyst Private Wealth reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 388 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q4 2020, an estimated $8K.
  • Catalyst Private Wealth first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $8K in Q3 2020.
  • 104 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.