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

Stanford Investment 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
2017 Q1	–	Sell	-1,035	Closed	-$19K	–	96
2016 Q4	$19K	Hold	1,035	–	–	0.01%	258
2016 Q3	$22K	Hold	1,035	–	–	0.01%	250
2016 Q2	$22K	Hold	1,035	–	–	0.01%	242
2016 Q1	$21K	Hold	1,035	–	–	0.01%	239
2015 Q4	$21K	Hold	1,035	–	–	0.01%	216
2015 Q3	$19K	Hold	1,035	–	–	0.01%	227
2015 Q2	$19K	Hold	1,035	–	–	0.01%	236
2015 Q1	$21K	Hold	1,035	–	–	0.02%	221
2014 Q4	$20K	Buy	+1,035	New	+$20.8K	0.02%	227

Other funds holding FFC

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

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

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

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

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

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

IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Stanford Investment Group's FFC Position: Q1 2017 in Review

Stanford Investment Group sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q1 2017, closing a stake of 1,035 shares — an estimated $19K sold.

Stanford Investment Group first reported a position in FFC in Q4 2014 and held it in 9 quarters. The position peaked at $22K in Q3 2016. 73 funds tracked by Wall St. Rank hold FFC as of Q1 2017.

Stanford Investment Group reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 1,035 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q1 2017, an estimated $19K.
Stanford Investment Group first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $22K in Q3 2016.
73 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.