Raleigh Capital Management’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Raleigh Capital Management’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 Q3	–	Sell	-400	Closed	-$5.5K	–	982
2023 Q2	$5.5K	Sell	400 -260	-39%	-$3.57K	﹤0.01%	624
2023 Q1	$9.13K	Hold	660	–	–	﹤0.01%	522
2022 Q4	$9.91K	Hold	660	–	–	0.01%	443
2022 Q3	$10K	Buy	660 +70	+12%	+$1.19K	0.01%	357
2022 Q2	$10K	Buy	+590	New	+$10.7K	0.01%	347

Other funds holding FFC

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

RPO LLC Stamford, Connecticut $30.4M AUM 3.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Raleigh Capital Management's FFC Position: Q3 2023 in Review

Raleigh Capital Management sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q3 2023, closing a stake of 400 shares — an estimated $5.5K sold.

Raleigh Capital Management first reported a position in FFC in Q2 2022 and held it in 5 quarters. The position peaked at $10K in Q3 2022. 108 funds tracked by Wall St. Rank hold FFC as of Q3 2023.

Raleigh Capital Management reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q3 2023 after selling out during the quarter.
Raleigh Capital Management sold 400 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q3 2023, an estimated $5.5K.
Raleigh Capital Management first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q2 2022 and held it in 5 quarters.
Raleigh Capital Management's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $10K in Q3 2022.
108 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q3 2023.

Based on Raleigh Capital Management's 13F filing for Q3 2023, filed 6 Dec 2023.