MBM Wealth Consultants’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

MBM Wealth Consultants’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
2020 Q3	–	Sell	-4,000	Closed	-$80K	–	230
2020 Q2	$80K	Sell	4,000 -2,000	-33%	-$38.3K	0.06%	96
2020 Q1	$100K	Hold	6,000	–	–	0.08%	85
2019 Q4	$130K	Hold	6,000	–	–	0.1%	86
2019 Q3	$126K	Hold	6,000	–	–	0.1%	89
2019 Q2	$120K	Hold	6,000	–	–	0.1%	90
2019 Q1	$113K	Hold	6,000	–	–	0.1%	92
2018 Q4	$100K	Buy	+6,000	New	+$102K	0.1%	98

Other funds holding FFC

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $432B AUM 30.22% 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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

MBM Wealth Consultants's FFC Position: Q3 2020 in Review

MBM Wealth Consultants sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q3 2020, closing a stake of 4,000 shares — an estimated $80K sold.

MBM Wealth Consultants first reported a position in FFC in Q4 2018 and held it in 7 quarters. The position peaked at $130K in Q4 2019. 97 funds tracked by Wall St. Rank hold FFC as of Q3 2020.

MBM Wealth Consultants reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q3 2020 after selling out during the quarter.
MBM Wealth Consultants sold 4,000 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q3 2020, an estimated $80K.
MBM Wealth Consultants first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2018 and held it in 7 quarters.
MBM Wealth Consultants's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $130K in Q4 2019.
97 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q3 2020.

Based on MBM Wealth Consultants's 13F filing for Q3 2020, filed 12 Nov 2020.