DTIM
FFC

Danda Trouve Investment Management’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Danda Trouve Investment Management’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
2022
Q3 		$40K Hold
2,721
– – 0.07% 47
2022
Q2 		$46K Hold
2,721
– – 0.07% 46
2022
Q1 		$54K Hold
2,721
– – 0.07% 55
2021
Q4 		$59K Buy
2,721
+27
+1% +$596 0.07% 65
2021
Q3 		$60K Buy
2,694
+39
+1% +$892 0.07% 60
2021
Q2 		$60K Buy
2,655
+39
+1% +$891 0.07% 57
2021
Q1 		$61K Buy
2,616
+39
+2% +$878 0.08% 55
2020
Q4 		$60K Buy
2,577
+41
+2% +$909 0.07% 58
2020
Q3 		$53K Buy
2,536
+38
+2% +$805 0.07% 56
2020
Q2 		$50K Buy
2,498
+40
+2% +$767 0.08% 51
2020
Q1 		$41K Buy
2,458
+34
+1% +$697 0.09% 55
2019
Q4 		$53K Buy
+2,424
New +$51.8K 0.08% 58

Other funds holding FFC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Danda Trouve Investment Management's FFC Position: Q3 2022 in Review

Danda Trouve Investment Management held its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) position steady in Q3 2022 at 2,721 shares worth $40K. The position accounts for 0.07% of the portfolio, ranked #47.

Danda Trouve Investment Management first reported a position in FFC in Q4 2019 and has held it in 12 quarters since. The position peaked at $61K in Q1 2021. 96 funds tracked by Wall St. Rank hold FFC as of Q3 2022.

  • Danda Trouve Investment Management held 2,721 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $40K as of Q3 2022.
  • Danda Trouve Investment Management left its Flaherty & Crumrine Preferred and Income Securities Fund share count unchanged in Q3 2022.
  • Flaherty & Crumrine Preferred and Income Securities Fund made up 0.07% of Danda Trouve Investment Management's portfolio in Q3 2022, its #47 holding.
  • Danda Trouve Investment Management first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2019 and has held it in 12 quarters since.
  • Danda Trouve Investment Management's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $61K in Q1 2021.
  • 96 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.