RWM
FFC

RBA Wealth Management’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

RBA Wealth 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
2021
Q2 		– Sell
-211
Closed -$4.95K – 121
2021
Q1 		$4.95K Buy
+211
New +$4.75K ﹤0.01% 166

Other funds holding FFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
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
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

RBA Wealth Management's FFC Position: Q2 2021 in Review

RBA Wealth Management sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q2 2021, closing a stake of 211 shares — an estimated $4.95K sold.

RBA Wealth Management first reported a position in FFC in Q1 2021 and held it in 1 quarter. The position peaked at $4.95K in Q1 2021. 98 funds tracked by Wall St. Rank hold FFC as of Q2 2021.

  • RBA Wealth Management reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q2 2021 after selling out during the quarter.
  • RBA Wealth Management sold 211 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q2 2021, an estimated $4.95K.
  • RBA Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q1 2021 and held it in 1 quarter.
  • RBA Wealth Management's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $4.95K in Q1 2021.
  • 98 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q2 2021.

Based on RBA Wealth Management's 13F filing for Q2 2021, filed 22 Jul 2021.