Pinnacle Wealth Planning Services’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Pinnacle Wealth Planning Services’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
2022 Q2	–	Sell	-14,500	Closed	-$285K	–	440
2022 Q1	$285K	Hold	14,500	–	–	0.05%	276
2021 Q4	$315K	Hold	14,500	–	–	0.06%	255
2021 Q3	$323K	Hold	14,500	–	–	0.07%	227
2021 Q2	$329K	Sell	14,500 -9,000	-38%	-$206K	0.08%	215
2021 Q1	$551K	Hold	23,500	–	–	0.14%	116
2020 Q4	$551K	Hold	23,500	–	–	0.13%	104
2020 Q3	$493K	Hold	23,500	–	–	0.16%	97
2020 Q2	$473K	Buy	+23,500	New	+$450K	0.15%	110

Other funds holding FFC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Golden Green Seneca, South Carolina $97.4M AUM 20.83% 1-Year Est. Return