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

Kelly Financial 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
2021 Q2	–	Sell	-158	Closed	-$3.7K	–	643
2021 Q1	$3.7K	Buy	158 +3	+2%	+$68	﹤0.01%	441
2020 Q4	$3.63K	Buy	155 +3	+2%	+$67	﹤0.01%	410
2020 Q3	$3.19K	Buy	152 +3	+2%	+$64	﹤0.01%	389
2020 Q2	$3K	Buy	149 +2	+1%	+$38	﹤0.01%	397
2020 Q1	$2.45K	Buy	147 +3	+2%	+$61	﹤0.01%	368
2019 Q4	$3.13K	Buy	144 +2	+1%	+$43	﹤0.01%	360
2019 Q3	$2.97K	Buy	+142	New	+$2.89K	﹤0.01%	359

Other funds holding FFC

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Kelly Financial Services's FFC Position: Q2 2021 in Review

Kelly Financial Services sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q2 2021, closing a stake of 158 shares — an estimated $3.7K sold.

Kelly Financial Services first reported a position in FFC in Q3 2019 and held it in 7 quarters. The position peaked at $3.7K in Q1 2021. 98 funds tracked by Wall St. Rank hold FFC as of Q2 2021.

Kelly Financial Services reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q2 2021 after selling out during the quarter.
Kelly Financial Services sold 158 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2021, an estimated $3.7K.
Kelly Financial Services first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q3 2019 and held it in 7 quarters.
Kelly Financial Services's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $3.7K in Q1 2021.
98 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2021.

Based on Kelly Financial Services's 13F filing for Q2 2021, filed 17 Jul 2024.