SSG
FFC

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

Summit Securities 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
2019
Q1 		– Sell
-10,000
Closed -$167K – 255
2018
Q4 		$167K Buy
+10,000
New +$170K 0.01% 287

Other funds holding FFC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
AF
Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Summit Securities Group's FFC Position: Q1 2019 in Review

Summit Securities Group sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q1 2019, closing a stake of 10,000 shares — an estimated $167K sold.

Summit Securities Group first reported a position in FFC in Q4 2018 and held it in 1 quarter. The position peaked at $167K in Q4 2018. 96 funds tracked by Wall St. Rank hold FFC as of Q1 2019.

  • Summit Securities Group reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q1 2019 after selling out during the quarter.
  • Summit Securities Group sold 10,000 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q1 2019, an estimated $167K.
  • Summit Securities Group first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2018 and held it in 1 quarter.
  • Summit Securities Group's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $167K in Q4 2018.
  • 96 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q1 2019.

Based on Summit Securities Group's 13F filing for Q1 2019, filed 9 May 2019.