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Safeguard Investment Advisory Group’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-399
Closed -$9K – 286
2020
Q4 		$9K Buy
+399
New +$8.85K 0.01% 428

Other funds holding FFC

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Covington Capital Management
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
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
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Safeguard Investment Advisory Group's FFC Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q1 2021, closing a stake of 399 shares — an estimated $9K sold.

Safeguard Investment Advisory Group first reported a position in FFC in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 106 funds tracked by Wall St. Rank hold FFC as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 399 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q1 2021, an estimated $9K.
  • Safeguard Investment Advisory Group first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $9K in Q4 2020.
  • 106 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.