Gary Goldberg Planning Services’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Gary Goldberg Planning Services’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	$91K	Buy	4,772 +16	+0.3%	+$321	0.04%	159
2014 Q3	$92K	Buy	4,756 +566	+14%	+$10.9K	0.04%	162
2014 Q2	$82K	Buy	4,190 +90	+2%	+$1.79K	0.04%	173
2014 Q1	$79K	Buy	4,100 +2,200	+116%	+$40.7K	0.04%	174
2013 Q4	$33K	Sell	1,900 -1,000	-34%	-$17.7K	0.02%	223
2013 Q3	$52K	Hold	2,900	–	–	0.03%	196
2013 Q2	$54K	Buy	+2,900	New	+$58.1K	0.03%	179

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

BTS

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

MCC

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

Gary Goldberg Planning Services's FFC Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its Flaherty & Crumrine Preferred and Income Securities Fund (FFC) stake by 0.34% in Q4 2014, buying an estimated $321 and bringing the position to 4,772 shares worth $91K. The position accounts for 0.04% of the portfolio, ranked #159.

Gary Goldberg Planning Services first reported a position in FFC in Q2 2013 and has held it in 7 quarters since. The position peaked at $92K in Q3 2014. 73 funds tracked by Wall St. Rank hold FFC as of Q4 2014.

Gary Goldberg Planning Services held 4,772 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $91K as of Q4 2014.
Gary Goldberg Planning Services bought 16 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q4 2014, an estimated $321.
Flaherty & Crumrine Preferred and Income Securities Fund made up 0.04% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #159 holding.
Gary Goldberg Planning Services first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $92K in Q3 2014.
73 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.