CIBC Private Wealth Group
FFC

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

CIBC Private Wealth Group’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
Q1 		– Sell
-600
Closed -$12K – 1981
2017
Q4 		$12K Buy
+600
New +$12.5K ﹤0.01% 1504

Other funds holding FFC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return

CIBC Private Wealth Group's FFC Position: Q1 2018 in Review

CIBC Private Wealth Group sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q1 2018, closing a stake of 600 shares — an estimated $12K sold.

CIBC Private Wealth Group first reported a position in FFC in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 79 funds tracked by Wall St. Rank hold FFC as of Q1 2018.

  • CIBC Private Wealth Group reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q1 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 600 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q1 2018, an estimated $12K.
  • CIBC Private Wealth Group first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2017 and held it in 1 quarter.
  • CIBC Private Wealth Group's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $12K in Q4 2017.
  • 79 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q1 2018.

Based on CIBC Private Wealth Group's 13F filing for Q1 2018, filed 17 May 2018.