PMFA
FLC

Plante Moran Financial Advisors’s Flaherty & Crumrine Total Return Fund FLC Stock Holding History

Plante Moran Financial 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
2017
Q2 		– Sell
-600
Closed -$13K – 855
2017
Q1 		$13K Buy
+600
New +$12.3K 0.01% 535

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return

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

Plante Moran Financial Advisors sold out of Flaherty & Crumrine Total Return Fund (FLC) in Q2 2017, closing a stake of 600 shares — an estimated $13K sold.

Plante Moran Financial Advisors first reported a position in FLC in Q1 2017 and held it in 1 quarter. The position peaked at $13K in Q1 2017. 27 funds tracked by Wall St. Rank hold FLC as of Q2 2017.

  • Plante Moran Financial Advisors reported no remaining Flaherty & Crumrine Total Return Fund position as of Q2 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 600 Flaherty & Crumrine Total Return Fund shares in Q2 2017, an estimated $13K.
  • Plante Moran Financial Advisors first reported a position in Flaherty & Crumrine Total Return Fund in Q1 2017 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Flaherty & Crumrine Total Return Fund position peaked at $13K in Q1 2017.
  • 27 funds tracked by Wall St. Rank held Flaherty & Crumrine Total Return Fund as of Q2 2017.

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