RIA
FFC

Realta Investment Advisors’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Realta Investment 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
2019
Q3 		– Sell
-500
Closed -$10K – 1661
2019
Q2 		$10K Buy
+500
New +$9.76K ﹤0.01% 1133

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
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Realta Investment Advisors's FFC Position: Q3 2019 in Review

Realta Investment Advisors sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q3 2019, closing a stake of 500 shares — an estimated $10K sold.

Realta Investment Advisors first reported a position in FFC in Q2 2019 and held it in 1 quarter. The position peaked at $10K in Q2 2019. 93 funds tracked by Wall St. Rank hold FFC as of Q3 2019.

  • Realta Investment Advisors reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 500 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q3 2019, an estimated $10K.
  • Realta Investment Advisors first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q2 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $10K in Q2 2019.
  • 93 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.