Simplicity Solutions’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Simplicity Solutions’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
2020 Q3	–	Sell	-44,980	Closed	-$905K	–	878
2020 Q2	$905K	Buy	44,980 +24,738	+122%	+$474K	0.02%	498
2020 Q1	$338K	Sell	20,242 -17,516	-46%	-$359K	0.01%	582
2019 Q4	$819K	Buy	37,758 +23,552	+166%	+$504K	0.02%	428
2019 Q3	$298K	Buy	+14,206	New	+$289K	0.01%	547

Other funds holding FFC

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Simplicity Solutions's FFC Position: Q3 2020 in Review

Simplicity Solutions sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q3 2020, closing a stake of 44,980 shares — an estimated $905K sold.

Simplicity Solutions first reported a position in FFC in Q3 2019 and held it in 4 quarters. The position peaked at $905K in Q2 2020. 97 funds tracked by Wall St. Rank hold FFC as of Q3 2020.

Simplicity Solutions reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q3 2020 after selling out during the quarter.
Simplicity Solutions sold 44,980 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q3 2020, an estimated $905K.
Simplicity Solutions first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q3 2019 and held it in 4 quarters.
Simplicity Solutions's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $905K in Q2 2020.
97 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q3 2020.

Based on Simplicity Solutions's 13F filing for Q3 2020, filed 4 Nov 2020.