Laurel Wealth Planning’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Laurel Wealth Planning’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
2022 Q3	–	Sell	-3,930	Closed	-$66K	–	224
2022 Q2	$66K	Hold	3,930	–	–	0.05%	101
2022 Q1	$77K	Sell	3,930 -5,000	-56%	-$99.4K	0.05%	105
2021 Q4	$194K	Hold	8,930	–	–	0.15%	64
2021 Q3	$199K	Hold	8,930	–	–	0.16%	60
2021 Q2	$203K	Buy	+8,930	New	+$204K	0.18%	47

Other funds holding FFC

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

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

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

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

CCM

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

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

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

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

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

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

Laurel Wealth Planning's FFC Position: Q3 2022 in Review

Laurel Wealth Planning sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q3 2022, closing a stake of 3,930 shares — an estimated $66K sold.

Laurel Wealth Planning first reported a position in FFC in Q2 2021 and held it in 5 quarters. The position peaked at $203K in Q2 2021. 96 funds tracked by Wall St. Rank hold FFC as of Q3 2022.

Laurel Wealth Planning reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q3 2022 after selling out during the quarter.
Laurel Wealth Planning sold 3,930 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q3 2022, an estimated $66K.
Laurel Wealth Planning first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q2 2021 and held it in 5 quarters.
Laurel Wealth Planning's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $203K in Q2 2021.
96 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q3 2022.

Based on Laurel Wealth Planning's 13F filing for Q3 2022, filed 2 Nov 2022.