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

SeaCrest 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
2022 Q3	–	Sell	-1,875	Closed	-$31K	–	908
2022 Q2	$31K	Buy	+1,875	New	+$34K	﹤0.01%	1313
2018 Q4	–	Sell	-8,268	Closed	-$151K	–	2187
2018 Q3	$151K	Sell	8,268 -496	-6%	-$9.42K	0.03%	607
2018 Q2	$166K	Buy	8,764 +680	+8%	+$12.7K	0.03%	556
2018 Q1	$154K	Sell	8,084 -178	-2%	-$3.43K	0.03%	568
2017 Q4	$169K	Buy	+8,262	New	+$173K	0.03%	552

Other funds holding FFC

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

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

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

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

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SeaCrest Wealth Management's FFC Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q3 2022, closing a stake of 1,875 shares — an estimated $31K sold.

SeaCrest Wealth Management first reported a position in FFC in Q4 2017 and held it in 5 quarters. The position peaked at $169K in Q4 2017. 96 funds tracked by Wall St. Rank hold FFC as of Q3 2022.

SeaCrest Wealth Management reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,875 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q3 2022, an estimated $31K.
SeaCrest Wealth Management first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2017 and held it in 5 quarters.
SeaCrest Wealth Management's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $169K in Q4 2017.
96 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.