Mid Atlantic Financial Management’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Mid Atlantic Financial 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
2019 Q3	–	Sell	-21,700	Closed	-$432K	–	724
2019 Q2	$432K	Sell	21,700 -12,100	-36%	-$236K	0.05%	411
2019 Q1	$639K	Sell	33,800 -600	-2%	-$11K	0.07%	309
2018 Q4	$576K	Buy	+34,400	New	+$585K	0.07%	294

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

CAG

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

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

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

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

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

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

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

Mid Atlantic Financial Management's FFC Position: Q3 2019 in Review

Mid Atlantic Financial Management sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q3 2019, closing a stake of 21,700 shares — an estimated $432K sold.

Mid Atlantic Financial Management first reported a position in FFC in Q4 2018 and held it in 3 quarters. The position peaked at $639K in Q1 2019. 93 funds tracked by Wall St. Rank hold FFC as of Q3 2019.

Mid Atlantic Financial Management reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q3 2019 after selling out during the quarter.
Mid Atlantic Financial Management sold 21,700 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q3 2019, an estimated $432K.
Mid Atlantic Financial Management first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2018 and held it in 3 quarters.
Mid Atlantic Financial Management's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $639K in Q1 2019.
93 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q3 2019.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2019, filed 7 Nov 2019.