MG
FFC

MilWealth Group’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

MilWealth Group’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
Q1 		– Sell
-1,000
Closed -$21.7K – 81
2019
Q4 		$21.7K Buy
+1,000
New +$21.4K 0.02% 44

Other funds holding FFC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 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 $2.18B AUM 16.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MilWealth Group's FFC Position: Q1 2020 in Review

MilWealth Group sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q1 2020, closing a stake of 1,000 shares — an estimated $21.7K sold.

MilWealth Group first reported a position in FFC in Q4 2019 and held it in 1 quarter. The position peaked at $21.7K in Q4 2019. 96 funds tracked by Wall St. Rank hold FFC as of Q1 2020.

  • MilWealth Group reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q1 2020 after selling out during the quarter.
  • MilWealth Group sold 1,000 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q1 2020, an estimated $21.7K.
  • MilWealth Group first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2019 and held it in 1 quarter.
  • MilWealth Group's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $21.7K in Q4 2019.
  • 96 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q1 2020.

Based on MilWealth Group's 13F filing for Q1 2020, filed 9 May 2023.