Winslow Evans & Crocker’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$12K	Buy	+500	New	+$11.1K	﹤0.01%	912
2018 Q2	–	Sell	-4,406	Closed	-$83.7K	–	1138
2018 Q1	$83.7K	Hold	4,406	–	–	0.03%	384
2017 Q4	$90.1K	Hold	4,406	–	–	0.03%	387
2017 Q3	$94.3K	Hold	4,406	–	–	0.03%	371
2017 Q2	$96.8K	Hold	4,406	–	–	0.03%	439
2017 Q1	$90.5K	Hold	4,406	–	–	0.03%	431
2016 Q4	$83K	Hold	4,406	–	–	0.03%	437
2016 Q3	$91.6K	Hold	4,406	–	–	0.03%	423
2016 Q2	$95.4K	Hold	4,406	–	–	0.03%	392
2016 Q1	$89.7K	Hold	4,406	–	–	0.03%	390
2015 Q4	$88.3K	Hold	4,406	–	–	0.03%	422
2015 Q3	$82.6K	Hold	4,406	–	–	0.03%	423
2015 Q2	$82.2K	Hold	4,406	–	–	0.02%	460
2015 Q1	$89.6K	Hold	4,406	–	–	0.03%	440
2014 Q4	$83.9K	Hold	4,406	–	–	0.02%	444
2014 Q3	$85.1K	Hold	4,406	–	–	0.02%	453
2014 Q2	$86.4K	Hold	4,406	–	–	0.03%	400
2014 Q1	$84.7K	Hold	4,406	–	–	0.03%	388
2013 Q4	$77K	Buy	+4,406	New	+$77.9K	0.03%	438

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

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

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

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

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

Winslow Evans & Crocker's FFC Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in Flaherty & Crumrine Preferred and Income Securities Fund (FFC) in Q4 2020: 500 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #912 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in FFC as recently as Q1 2018.

Winslow Evans & Crocker first reported a position in FFC in Q4 2013 and has held it in 19 quarters since. The position peaked at $96.8K in Q2 2017. 104 funds tracked by Wall St. Rank hold FFC as of Q4 2020.

Winslow Evans & Crocker held 500 shares of Flaherty & Crumrine Preferred and Income Securities Fund worth $12K as of Q4 2020.
Flaherty & Crumrine Preferred and Income Securities Fund was a new Winslow Evans & Crocker position in Q4 2020.
Flaherty & Crumrine Preferred and Income Securities Fund made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #912 holding.
Winslow Evans & Crocker first reported a position in Flaherty & Crumrine Preferred and Income Securities Fund in Q4 2013 and has held it in 19 quarters since.
Winslow Evans & Crocker's Flaherty & Crumrine Preferred and Income Securities Fund position peaked at $96.8K in Q2 2017.
104 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Securities Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.