Creative Financial Designs’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Creative Financial Designs’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
2017 Q4	–	Sell	-200	Closed	-$4K	–	721
2017 Q3	$4K	Hold	200	–	–	﹤0.01%	534
2017 Q2	$4K	Hold	200	–	–	﹤0.01%	548
2017 Q1	$4K	Hold	200	–	–	﹤0.01%	512
2016 Q4	$4K	Buy	+200	New	+$3.92K	﹤0.01%	501

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

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

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

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

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

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Creative Financial Designs's FFC Position: Q4 2017 in Review

Creative Financial Designs sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q4 2017, closing a stake of 200 shares — an estimated $4K sold.

Creative Financial Designs first reported a position in FFC in Q4 2016 and held it in 4 quarters. The position peaked at $4K in Q3 2017. 77 funds tracked by Wall St. Rank hold FFC as of Q4 2017.

Creative Financial Designs reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q4 2017 after selling out during the quarter.
Creative Financial Designs sold 200 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q4 2017, an estimated $4K.
Creative Financial Designs first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2016 and held it in 4 quarters.
Creative Financial Designs's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $4K in Q3 2017.
77 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q4 2017.

Based on Creative Financial Designs's 13F filing for Q4 2017, filed 2 May 2018.