McElhenny Sheffield Capital Management’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

McElhenny Sheffield Capital 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
2023 Q1	–	Sell	-600	Closed	-$9.01K	–	261
2022 Q4	$9.01K	Buy	+600	New	+$9.12K	﹤0.01%	344

Other funds holding FFC

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

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

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

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

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

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

CAG

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

McElhenny Sheffield Capital Management's FFC Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q1 2023, closing a stake of 600 shares — an estimated $9.01K sold.

McElhenny Sheffield Capital Management first reported a position in FFC in Q4 2022 and held it in 1 quarter. The position peaked at $9.01K in Q4 2022. 101 funds tracked by Wall St. Rank hold FFC as of Q1 2023.

McElhenny Sheffield Capital Management reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q1 2023 after selling out during the quarter.
McElhenny Sheffield Capital Management sold 600 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q1 2023, an estimated $9.01K.
McElhenny Sheffield Capital Management first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2022 and held it in 1 quarter.
McElhenny Sheffield Capital Management's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $9.01K in Q4 2022.
101 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.