VWA
FFC

V Wealth Advisors’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

V Wealth Advisors’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
Q3 		– Sell
-1,000
Closed -$22K – 374
2017
Q2 		$22K Buy
+1,000
New +$21.3K 0.01% 437

Other funds holding FFC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

V Wealth Advisors's FFC Position: Q3 2017 in Review

V Wealth Advisors sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q3 2017, closing a stake of 1,000 shares — an estimated $22K sold.

V Wealth Advisors first reported a position in FFC in Q2 2017 and held it in 1 quarter. The position peaked at $22K in Q2 2017. 62 funds tracked by Wall St. Rank hold FFC as of Q3 2017.

  • V Wealth Advisors reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 1,000 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q3 2017, an estimated $22K.
  • V Wealth Advisors first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $22K in Q2 2017.
  • 62 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.