Lowe Wealth Advisors’s Flaherty & Crumrine Total Return Fund FLC Stock Holding History

Lowe Wealth Advisors’s Portfolio FLC Stock Details FLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,000	Closed	-$14.7K	–	360
2023 Q1	$14.7K	Hold	1,000	–	–	0.01%	174
2022 Q4	$15.8K	Hold	1,000	–	–	0.01%	176
2022 Q3	$16K	Hold	1,000	–	–	0.01%	161
2022 Q2	$18K	Hold	1,000	–	–	0.01%	141
2022 Q1	$20K	Hold	1,000	–	–	0.01%	149
2021 Q4	$23K	Hold	1,000	–	–	0.01%	140
2021 Q3	$24K	Buy	+1,000	New	+$24K	0.01%	132

Other funds holding FLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lowe Wealth Advisors's FLC Position: Q2 2023 in Review

Lowe Wealth Advisors sold out of Flaherty & Crumrine Total Return Fund (FLC) in Q2 2023, closing a stake of 1,000 shares — an estimated $14.7K sold.

Lowe Wealth Advisors first reported a position in FLC in Q3 2021 and held it in 7 quarters. The position peaked at $24K in Q3 2021. 31 funds tracked by Wall St. Rank hold FLC as of Q2 2023.

Lowe Wealth Advisors reported no remaining Flaherty & Crumrine Total Return Fund position as of Q2 2023 after selling out during the quarter.
Lowe Wealth Advisors sold 1,000 Flaherty & Crumrine Total Return Fund shares in Q2 2023, an estimated $14.7K.
Lowe Wealth Advisors first reported a position in Flaherty & Crumrine Total Return Fund in Q3 2021 and held it in 7 quarters.
Lowe Wealth Advisors's Flaherty & Crumrine Total Return Fund position peaked at $24K in Q3 2021.
31 funds tracked by Wall St. Rank held Flaherty & Crumrine Total Return Fund as of Q2 2023.

Based on Lowe Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.