SWM
FFC

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return