GJWM
FFC

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return