Sun Life Financial’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Sun Life Financial’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	-11,500	Closed	-$192K	–	616
2018 Q4	$192K	Hold	11,500	–	–	0.04%	204
2018 Q3	$210K	Hold	11,500	–	–	0.04%	229
2018 Q2	$218K	Buy	11,500 +11,281	+5,151%	+$211K	0.03%	209
2018 Q1	$11.5K	Sell	219 -11,281	-98%	-$217K	0.1%	96
2017 Q4	$235K	Hold	11,500	–	–	0.02%	136
2017 Q3	$246K	Hold	11,500	–	–	0.02%	204
2017 Q2	$253K	Buy	11,500 +11,264	+4,773%	+$240K	0.03%	194
2017 Q1	$11.5K	Buy	+236	New	+$4.68K	0.03%	53

Other funds holding FFC

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

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

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

Sun Life Financial's FFC Position: Q1 2019 in Review

Sun Life Financial sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q1 2019, closing a stake of 11,500 shares — an estimated $192K sold.

Sun Life Financial first reported a position in FFC in Q1 2017 and held it in 8 quarters. The position peaked at $253K in Q2 2017. 96 funds tracked by Wall St. Rank hold FFC as of Q1 2019.

Sun Life Financial reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q1 2019 after selling out during the quarter.
Sun Life Financial sold 11,500 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q1 2019, an estimated $192K.
Sun Life Financial first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q1 2017 and held it in 8 quarters.
Sun Life Financial's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $253K in Q2 2017.
96 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q1 2019.

Based on Sun Life Financial's 13F filing for Q1 2019, filed 14 May 2019.