PMFA
FFC

Plante Moran Financial Advisors’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Plante Moran Financial Advisors’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
2017
Q2 		– Sell
-635
Closed -$13K – 853
2017
Q1 		$13K Buy
+635
New +$12.6K 0.01% 534

Other funds holding FFC

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
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Plante Moran Financial Advisors's FFC Position: Q2 2017 in Review

Plante Moran Financial Advisors sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q2 2017, closing a stake of 635 shares — an estimated $13K sold.

Plante Moran Financial Advisors first reported a position in FFC in Q1 2017 and held it in 1 quarter. The position peaked at $13K in Q1 2017. 67 funds tracked by Wall St. Rank hold FFC as of Q2 2017.

  • Plante Moran Financial Advisors reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q2 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 635 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2017, an estimated $13K.
  • Plante Moran Financial Advisors first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q1 2017 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $13K in Q1 2017.
  • 67 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2017, filed 25 Jul 2017.