SFC
FFC

Strategic Financial Concepts’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-29,740
Closed -$2K – 394
2024
Q2 		$2K Buy
+29,740
New +$429K ﹤0.01% 554

Other funds holding FFC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Strategic Financial Concepts's FFC Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q3 2024, closing a stake of 29,740 shares — an estimated $2K sold.

Strategic Financial Concepts first reported a position in FFC in Q2 2024 and held it in 1 quarter. The position peaked at $2K in Q2 2024. 110 funds tracked by Wall St. Rank hold FFC as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 29,740 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q3 2024, an estimated $2K.
  • Strategic Financial Concepts first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $2K in Q2 2024.
  • 110 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.