Legacy Advisors’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Legacy Advisors’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
2019 Q3	–	Sell	-700	Closed	-$14K	–	187
2019 Q2	$14K	Hold	700	–	–	0.01%	283
2019 Q1	$13K	Buy	+700	New	+$12.9K	﹤0.01%	312
2018 Q4	–	Sell	-700	Closed	-$13K	–	212
2018 Q3	$13K	Hold	700	–	–	0.01%	324
2018 Q2	$13K	Hold	700	–	–	0.01%	285
2018 Q1	$13K	Hold	700	–	–	0.01%	244
2017 Q4	$14K	Buy	+700	New	+$14.6K	0.01%	217

Other funds holding FFC

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

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

CCM

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

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 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

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

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

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

Legacy Advisors's FFC Position: Q3 2019 in Review

Legacy Advisors sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q3 2019, closing a stake of 700 shares — an estimated $14K sold.

Legacy Advisors first reported a position in FFC in Q4 2017 and held it in 6 quarters. The position peaked at $14K in Q2 2019. 93 funds tracked by Wall St. Rank hold FFC as of Q3 2019.

Legacy Advisors reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q3 2019 after selling out during the quarter.
Legacy Advisors sold 700 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q3 2019, an estimated $14K.
Legacy Advisors first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2017 and held it in 6 quarters.
Legacy Advisors's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $14K in Q2 2019.
93 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.