Financial Architects (New Jersey)’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Financial Architects (New Jersey)’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
2014 Q4	–	Sell	-421	Closed	-$8K	–	976
2014 Q3	$8K	Hold	421	–	–	﹤0.01%	650
2014 Q2	$8K	Buy	+421	New	+$8.37K	﹤0.01%	688
2013 Q4	–	Sell	-921	Closed	-$17K	–	299
2013 Q3	$17K	Sell	921 -300	-25%	-$5.48K	0.01%	419
2013 Q2	$23K	Buy	+1,221	New	+$24.5K	0.02%	333

Other funds holding FFC

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

Bank of America

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

Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return

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