CWSR
FFC

Chessman Wealth Strategies RIA’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-460
Closed -$8K – 74
2018
Q3 		$8K Buy
+460
New +$8.73K 0.01% 140

Other funds holding FFC

AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
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

Chessman Wealth Strategies RIA's FFC Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q4 2018, closing a stake of 460 shares — an estimated $8K sold.

Chessman Wealth Strategies RIA first reported a position in FFC in Q3 2018 and held it in 1 quarter. The position peaked at $8K in Q3 2018. 88 funds tracked by Wall St. Rank hold FFC as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 460 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q4 2018, an estimated $8K.
  • Chessman Wealth Strategies RIA first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $8K in Q3 2018.
  • 88 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.