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

FourThought Financial’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	$4K	Hold	300	–	–	﹤0.01%	1201
2022 Q2	$5K	Hold	300	–	–	﹤0.01%	1152
2022 Q1	$6K	Hold	300	–	–	﹤0.01%	1142
2021 Q4	$7K	Hold	300	–	–	﹤0.01%	1147
2021 Q3	$6K	Hold	300	–	–	﹤0.01%	1188
2021 Q2	$6K	Hold	300	–	–	﹤0.01%	1188
2021 Q1	$7K	Hold	300	–	–	﹤0.01%	1119
2020 Q4	$7K	Buy	+300	New	+$6.65K	﹤0.01%	1086

Other funds holding FFC

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

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

FourThought Financial's FFC Position: Q3 2022 in Review

FourThought Financial held its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) position steady in Q3 2022 at 300 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

FourThought Financial first reported a position in FFC in Q4 2020 and has held it in 8 quarters since. The position peaked at $7K in Q4 2021. 96 funds tracked by Wall St. Rank hold FFC as of Q3 2022.

FourThought Financial held 300 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $4K as of Q3 2022.
FourThought Financial left its Flaherty & Crumrine Preferred and Income Securities Fund share count unchanged in Q3 2022.
Flaherty & Crumrine Preferred and Income Securities Fund made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1201 holding.
FourThought Financial first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $7K in Q4 2021.
96 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.