FIA
FFC

Foundations Investment Advisors’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Foundations Investment 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
2020
Q2 		– Sell
-33,375
Closed -$504K – 166
2020
Q1 		$504K Buy
33,375
+6,209
+23% +$127K 0.06% 71
2019
Q4 		$592K Buy
+27,166
New +$581K 0.07% 90

Other funds holding FFC

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
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Foundations Investment Advisors's FFC Position: Q2 2020 in Review

Foundations Investment Advisors sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q2 2020, closing a stake of 33,375 shares — an estimated $504K sold.

Foundations Investment Advisors first reported a position in FFC in Q4 2019 and held it in 2 quarters. The position peaked at $592K in Q4 2019. 87 funds tracked by Wall St. Rank hold FFC as of Q2 2020.

  • Foundations Investment Advisors reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q2 2020 after selling out during the quarter.
  • Foundations Investment Advisors sold 33,375 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2020, an estimated $504K.
  • Foundations Investment Advisors first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2019 and held it in 2 quarters.
  • Foundations Investment Advisors's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $592K in Q4 2019.
  • 87 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2020.

Based on Foundations Investment Advisors's 13F filing for Q2 2020, filed 8 Jul 2020.