CAC
FFC

Certified Advisory Corp’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Certified Advisory Corp’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
2021
Q2 		– Sell
-4,200
Closed -$98K – 384
2021
Q1 		$98K Buy
+4,200
New +$94.6K 0.03% 258
2020
Q2 		$82K Buy
4,053
+50
+1% +$958 0.03% 243
2020
Q1 		$67K Sell
4,003
-875
-18% -$17.9K 0.03% 239
2019
Q4 		$106K Buy
4,878
+43
+0.9% +$920 0.03% 227
2019
Q3 		$101K Buy
4,835
+43
+0.9% +$875 0.04% 237
2019
Q2 		$95K Buy
4,792
+44
+0.9% +$859 0.04% 239
2019
Q1 		$90K Buy
4,748
+39
+0.8% +$716 0.04% 225
2018
Q4 		$79K Sell
4,709
-647
-12% -$11K 0.04% 218
2018
Q3 		$98K Sell
5,356
-1,414
-21% -$26.8K 0.05% 204
2018
Q2 		$128K Sell
6,770
-556
-8% -$10.4K 0.07% 172
2018
Q1 		$139K Buy
7,326
+43
+0.6% +$828 0.08% 163
2017
Q4 		$149K Buy
+7,283
New +$152K 0.11% 134

Other funds holding FFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return