Claraphi Advisory Network’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Claraphi Advisory Network’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 Q2	–	Sell	-277	Closed	-$5K	–	578
2020 Q1	$5K	Sell	277 -13,065	-98%	-$268K	﹤0.01%	883
2019 Q4	$289K	Hold	13,342	–	–	0.18%	135
2019 Q3	$280K	Sell	13,342 -950	-7%	-$19.3K	0.17%	139
2019 Q2	$285K	Buy	14,292 +950	+7%	+$18.5K	0.17%	162
2019 Q1	$252K	Sell	13,342 -300	-2%	-$5.51K	0.16%	164
2018 Q4	$228K	Hold	13,642	–	–	0.17%	159
2018 Q3	$249K	Sell	13,642 -250	-2%	-$4.75K	0.14%	201
2018 Q2	$263K	Sell	13,892 -643	-4%	-$12K	0.17%	180
2018 Q1	$276K	Buy	14,535 +3,300	+29%	+$63.5K	0.2%	160
2017 Q4	$230K	Buy	+11,235	New	+$235K	0.18%	189

Other funds holding FFC

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return