Mercer Global Advisors
FFC

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

Mercer Global 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
2025
Q1 		– Sell
-68,715
Closed -$1.07M – 2192
2024
Q4 		$1.07M Buy
68,715
+56,600
+467% +$903K ﹤0.01% 1087
2024
Q3 		$199K Buy
+12,115
New +$187K ﹤0.01% 1814
2024
Q1 		– Sell
-10,817
Closed -$150K – 2070
2023
Q4 		$150K Buy
10,817
+354
+3% +$4.66K ﹤0.01% 1876
2023
Q3 		$136K Sell
10,463
-1,973
-16% -$26.6K ﹤0.01% 1813
2023
Q2 		$171K Sell
12,436
-1,286
-9% -$17.6K ﹤0.01% 1759
2023
Q1 		$190K Sell
13,722
-18,648
-58% -$296K ﹤0.01% 1746
2022
Q4 		$486K Sell
32,370
-9,168
-22% -$139K ﹤0.01% 1220
2022
Q3 		$617K Sell
41,538
-12,072
-23% -$205K ﹤0.01% 1041
2022
Q2 		$899K Sell
53,610
-5,857
-10% -$106K 0.01% 893
2022
Q1 		$1.17M Sell
59,467
-2,265
-4% -$45K 0.01% 836
2021
Q4 		$1.34M Sell
61,732
-16,508
-21% -$364K 0.01% 771
2021
Q3 		$1.74M Buy
78,240
+4,825
+7% +$110K 0.01% 659
2021
Q2 		$1.67M Buy
73,415
+5,054
+7% +$115K 0.01% 637
2021
Q1 		$1.6M Buy
68,361
+123
+0.2% +$2.77K 0.01% 611
2020
Q4 		$1.6M Buy
68,238
+126
+0.2% +$2.79K 0.02% 477
2020
Q3 		$1.43M Buy
68,112
+120
+0.2% +$2.54K 0.02% 466
2020
Q2 		$1.37M Buy
67,992
+118
+0.2% +$2.26K 0.02% 413
2020
Q1 		$1.13M Buy
67,874
+5
+0% +$102 0.02% 440
2019
Q4 		$1.47M Sell
67,869
-5,000
-7% -$107K 0.03% 417
2019
Q3 		$1.53M Hold
72,869
– – 0.04% 365
2019
Q2 		$1.45M Hold
72,869
– – 0.04% 362
2019
Q1 		$1.38M Buy
+72,869
New +$1.34M 0.05% 324

Other funds holding FFC

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors's FFC Position: Q1 2025 in Review

Mercer Global Advisors sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q1 2025, closing a stake of 68,715 shares — an estimated $1.07M sold.

Mercer Global Advisors first reported a position in FFC in Q1 2019 and held it in 22 quarters. The position peaked at $1.74M in Q3 2021. 114 funds tracked by Wall St. Rank hold FFC as of Q1 2025.

  • Mercer Global Advisors reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q1 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 68,715 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q1 2025, an estimated $1.07M.
  • Mercer Global Advisors first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q1 2019 and held it in 22 quarters.
  • Mercer Global Advisors's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $1.74M in Q3 2021.
  • 114 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q1 2025.

Based on Mercer Global Advisors's 13F filing for Q1 2025, filed 15 May 2025.