CWA
FFC

Clarus Wealth Advisors’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Clarus Wealth Advisors’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
2019
Q3 		– Sell
-9,821
Closed -$196K – 277
2019
Q2 		$196K Sell
9,821
-690
-7% -$13.5K 0.14% 111
2019
Q1 		$199K Sell
10,511
-2,567
-20% -$47.2K 0.15% 100
2018
Q4 		$219K Sell
13,078
-255
-2% -$4.34K 0.34% 71
2018
Q3 		$243K Sell
13,333
-837
-6% -$15.9K 0.16% 97
2018
Q2 		$269K Hold
14,170
– – 0.2% 65
2018
Q1 		$269K Buy
14,170
+1,657
+13% +$31.9K 0.25% 65
2017
Q4 		$256K Buy
+12,513
New +$261K 0.25% 72

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
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return