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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $2.47B AUM 24.93% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clarus Wealth Advisors's FFC Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q3 2019, closing a stake of 9,821 shares — an estimated $196K sold.

Clarus Wealth Advisors first reported a position in FFC in Q4 2017 and held it in 7 quarters. The position peaked at $269K in Q2 2018. 93 funds tracked by Wall St. Rank hold FFC as of Q3 2019.

Clarus Wealth Advisors reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 9,821 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q3 2019, an estimated $196K.
Clarus Wealth Advisors first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2017 and held it in 7 quarters.
Clarus Wealth Advisors's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $269K in Q2 2018.
93 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.