VCWA
FLC

Vanguard Capital Wealth Advisors’s Flaherty & Crumrine Total Return Fund FLC Stock Holding History

Vanguard Capital Wealth Advisors’s Portfolio FLC Stock Details FLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-14,200
Closed -$307K – 117
2017
Q4 		$307K Buy
+14,200
New +$304K 0.38% 76

Other funds holding FLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Vanguard Capital Wealth Advisors's FLC Position: Q1 2018 in Review

Vanguard Capital Wealth Advisors sold out of Flaherty & Crumrine Total Return Fund (FLC) in Q1 2018, closing a stake of 14,200 shares — an estimated $307K sold.

Vanguard Capital Wealth Advisors first reported a position in FLC in Q4 2017 and held it in 1 quarter. The position peaked at $307K in Q4 2017. 37 funds tracked by Wall St. Rank hold FLC as of Q1 2018.

  • Vanguard Capital Wealth Advisors reported no remaining Flaherty & Crumrine Total Return Fund position as of Q1 2018 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 14,200 Flaherty & Crumrine Total Return Fund shares in Q1 2018, an estimated $307K.
  • Vanguard Capital Wealth Advisors first reported a position in Flaherty & Crumrine Total Return Fund in Q4 2017 and held it in 1 quarter.
  • Vanguard Capital Wealth Advisors's Flaherty & Crumrine Total Return Fund position peaked at $307K in Q4 2017.
  • 37 funds tracked by Wall St. Rank held Flaherty & Crumrine Total Return Fund as of Q1 2018.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2018, filed 25 Apr 2018.