FFA
FFC

Fortune Financial Advisors’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Fortune Financial 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
2023
Q4 		– Sell
-10,024
Closed -$130K – 129
2023
Q3 		$130K Buy
+10,024
New +$135K 0.1% 116

Other funds holding FFC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fortune Financial Advisors's FFC Position: Q4 2023 in Review

Fortune Financial Advisors sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q4 2023, closing a stake of 10,024 shares — an estimated $130K sold.

Fortune Financial Advisors first reported a position in FFC in Q3 2023 and held it in 1 quarter. The position peaked at $130K in Q3 2023. 120 funds tracked by Wall St. Rank hold FFC as of Q4 2023.

  • Fortune Financial Advisors reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • Fortune Financial Advisors sold 10,024 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q4 2023, an estimated $130K.
  • Fortune Financial Advisors first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q3 2023 and held it in 1 quarter.
  • Fortune Financial Advisors's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $130K in Q3 2023.
  • 120 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q4 2023.

Based on Fortune Financial Advisors's 13F filing for Q4 2023, filed 25 Jan 2024.