Gilliland Jeter Wealth Management’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Gilliland Jeter Wealth Management’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
2024 Q4	–	Sell	-6,963	Closed	-$114K	–	332
2024 Q3	$114K	Buy	6,963 +100	+1%	+$1.54K	0.04%	211
2024 Q2	$101K	Buy	6,863 +105	+2%	+$1.51K	0.03%	216
2024 Q1	$100K	Sell	6,758 -3,765	-36%	-$54.2K	0.04%	217
2023 Q4	$146K	Buy	+10,523	New	+$139K	0.06%	158

Other funds holding FFC

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Gilliland Jeter Wealth Management's FFC Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q4 2024, closing a stake of 6,963 shares — an estimated $114K sold.

Gilliland Jeter Wealth Management first reported a position in FFC in Q4 2023 and held it in 4 quarters. The position peaked at $146K in Q4 2023. 118 funds tracked by Wall St. Rank hold FFC as of Q4 2024.

Gilliland Jeter Wealth Management reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q4 2024 after selling out during the quarter.
Gilliland Jeter Wealth Management sold 6,963 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q4 2024, an estimated $114K.
Gilliland Jeter Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2023 and held it in 4 quarters.
Gilliland Jeter Wealth Management's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $146K in Q4 2023.
118 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.