Lenox Wealth Management’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Lenox 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
2017 Q2	–	Sell	-1,950	Closed	-$40K	–	482
2017 Q1	$40K	Hold	1,950	–	–	0.03%	103
2016 Q4	$37K	Hold	1,950	–	–	0.03%	122
2016 Q3	$41K	Hold	1,950	–	–	0.03%	110
2016 Q2	$42K	Hold	1,950	–	–	0.03%	114
2016 Q1	$40K	Hold	1,950	–	–	0.03%	120
2015 Q4	$39K	Hold	1,950	–	–	0.03%	118
2015 Q3	$37K	Hold	1,950	–	–	0.03%	80
2015 Q2	$36K	Hold	1,950	–	–	0.03%	85
2015 Q1	$40K	Hold	1,950	–	–	0.03%	87
2014 Q4	$37K	Hold	1,950	–	–	0.02%	88
2014 Q3	$38K	Buy	+1,950	New	+$37.6K	0.03%	90
2014 Q1	–	Sell	-1,950	Closed	-$34K	–	183
2013 Q4	$34K	Buy	+1,950	New	+$34.5K	0.02%	103

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

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

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

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

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

IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lenox Wealth Management's FFC Position: Q2 2017 in Review

Lenox Wealth Management sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q2 2017, closing a stake of 1,950 shares — an estimated $40K sold.

Lenox Wealth Management first reported a position in FFC in Q4 2013 and held it in 12 quarters. The position peaked at $42K in Q2 2016. 67 funds tracked by Wall St. Rank hold FFC as of Q2 2017.

Lenox Wealth Management reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q2 2017 after selling out during the quarter.
Lenox Wealth Management sold 1,950 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2017, an estimated $40K.
Lenox Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2013 and held it in 12 quarters.
Lenox Wealth Management's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $42K in Q2 2016.
67 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2017.

Based on Lenox Wealth Management's 13F filing for Q2 2017, filed 14 Aug 2017.