WCM
FFC

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

Windsor Capital Management’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
2015
Q4 		– Sell
-300
Closed -$5K – 193
2015
Q3 		$5K Buy
+300
New +$5.61K ﹤0.01% 406

Other funds holding FFC

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Royal Bank of Canada
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Covington Capital Management Los Angeles, California $2.32B AUM 12.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return

Windsor Capital Management's FFC Position: Q4 2015 in Review

Windsor Capital Management sold out of Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q4 2015, closing a stake of 300 shares — an estimated $5K sold.

Windsor Capital Management first reported a position in FFC in Q3 2015 and held it in 1 quarter. The position peaked at $5K in Q3 2015. 77 funds tracked by Wall St. Rank hold FFC as of Q4 2015.

  • Windsor Capital Management reported no remaining Flaherty & Crumrine Preferred and Income Securities Fund position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 300 Flaherty & Crumrine Preferred and Income Securities Fund shares in Q4 2015, an estimated $5K.
  • Windsor Capital Management first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $5K in Q3 2015.
  • 77 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.