Westwind Capital’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Westwind Capital’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
2021 Q1	–	Sell	-280	Closed	-$7K	–	40
2020 Q4	$7K	Sell	280 -46	-14%	-$1.02K	﹤0.01%	35
2020 Q3	$7K	Sell	326 -74	-19%	-$1.57K	﹤0.01%	37
2020 Q2	$8K	Sell	400 -200	-33%	-$3.83K	﹤0.01%	39
2020 Q1	$10K	Hold	600	–	–	0.01%	38
2019 Q4	$13K	Sell	600 -1,024	-63%	-$21.9K	0.01%	38
2019 Q3	$34K	Hold	1,624	–	–	0.02%	32
2019 Q2	$32K	Hold	1,624	–	–	0.02%	35
2019 Q1	$31K	Sell	1,624 -1,450	-47%	-$26.6K	0.02%	35
2018 Q4	$51K	Buy	3,074 +1,450	+89%	+$24.7K	0.04%	34
2018 Q3	$30K	Sell	1,624 -1,450	-47%	-$27.5K	0.02%	33
2018 Q2	$58K	Hold	3,074	–	–	0.04%	30
2018 Q1	$58K	Hold	3,074	–	–	0.05%	25
2017 Q4	$63K	Buy	+3,074	New	+$64.2K	0.06%	26

Other funds holding FFC

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

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

CCM

Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Westwind Capital's FFC Position: Q1 2021 in Review

Westwind Capital sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q1 2021, closing a stake of 280 shares — an estimated $7K sold.

Westwind Capital first reported a position in FFC in Q4 2017 and held it in 13 quarters. The position peaked at $63K in Q4 2017. 106 funds tracked by Wall St. Rank hold FFC as of Q1 2021.

Westwind Capital reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q1 2021 after selling out during the quarter.
Westwind Capital sold 280 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q1 2021, an estimated $7K.
Westwind Capital first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2017 and held it in 13 quarters.
Westwind Capital's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $63K in Q4 2017.
106 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q1 2021.

Based on Westwind Capital's 13F filing for Q1 2021, filed 6 Apr 2021.