GI
FFC

Gradient Investments’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Gradient Investments’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
-1,101
Closed -$18K – 1087
2020
Q1 		$18K Buy
+1,101
New +$22.6K ﹤0.01% 544

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

Gradient Investments's FFC Position: Q2 2020 in Review

Gradient Investments sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q2 2020, closing a stake of 1,101 shares — an estimated $18K sold.

Gradient Investments first reported a position in FFC in Q1 2020 and held it in 1 quarter. The position peaked at $18K in Q1 2020. 87 funds tracked by Wall St. Rank hold FFC as of Q2 2020.

  • Gradient Investments reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q2 2020 after selling out during the quarter.
  • Gradient Investments sold 1,101 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2020, an estimated $18K.
  • Gradient Investments first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q1 2020 and held it in 1 quarter.
  • Gradient Investments's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $18K in Q1 2020.
  • 87 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2020.

Based on Gradient Investments's 13F filing for Q2 2020, filed 10 Jul 2020.