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Money Concepts Capital’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Money Concepts Capital’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
-29,977
Closed -$450K – 1304
2022
Q4 		$450K Buy
+29,977
New +$456K 0.02% 453
2022
Q2 		– Sell
-7,992
Closed -$157K – 1828
2022
Q1 		$157K Buy
+7,992
New +$159K 0.01% 828

Other funds holding FFC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Money Concepts Capital's FFC Position: Q1 2023 in Review

Money Concepts Capital sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q1 2023, closing a stake of 29,977 shares — an estimated $450K sold.

Money Concepts Capital first reported a position in FFC in Q1 2022 and held it in 2 quarters. The position peaked at $450K in Q4 2022. 101 funds tracked by Wall St. Rank hold FFC as of Q1 2023.

  • Money Concepts Capital reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 29,977 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q1 2023, an estimated $450K.
  • Money Concepts Capital first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $450K in Q4 2022.
  • 101 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.