MGIA
FLC

Moneta Group Investment Advisors’s Flaherty & Crumrine Total Return Fund FLC Stock Holding History

Moneta Group Investment Advisors’s Portfolio FLC Stock Details FLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,047
Closed -$44K – 652
2017
Q4 		$44K Buy
+2,047
New +$43.8K 0.01% 282

Other funds holding FLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Moneta Group Investment Advisors's FLC Position: Q1 2018 in Review

Moneta Group Investment Advisors sold out of Flaherty & Crumrine Total Return Fund (FLC) in Q1 2018, closing a stake of 2,047 shares — an estimated $44K sold.

Moneta Group Investment Advisors first reported a position in FLC in Q4 2017 and held it in 1 quarter. The position peaked at $44K in Q4 2017. 37 funds tracked by Wall St. Rank hold FLC as of Q1 2018.

  • Moneta Group Investment Advisors reported no remaining Flaherty & Crumrine Total Return Fund position as of Q1 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 2,047 Flaherty & Crumrine Total Return Fund shares in Q1 2018, an estimated $44K.
  • Moneta Group Investment Advisors first reported a position in Flaherty & Crumrine Total Return Fund in Q4 2017 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Flaherty & Crumrine Total Return Fund position peaked at $44K in Q4 2017.
  • 37 funds tracked by Wall St. Rank held Flaherty & Crumrine Total Return Fund as of Q1 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2018, filed 14 May 2018.