Anfield Capital Management’s Franklin Universal Trust FT Stock Holding History

Anfield Capital Management’s Portfolio FT Stock Details FT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-11,391	Closed	-$96K	–	111
2021 Q4	$96K	Sell	11,391 -1,174	-9%	-$9.69K	0.03%	81
2021 Q3	$104K	Buy	+12,565	New	+$106K	0.03%	84
2021 Q2	–	Sell	-10,958	Closed	-$82K	–	217
2021 Q1	$82K	Buy	+10,958	New	+$81.7K	0.03%	84

Other funds holding FT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Anfield Capital Management's FT Position: Q1 2022 in Review

Anfield Capital Management sold out of Franklin Universal Trust (FT) in Q1 2022, closing a stake of 11,391 shares — an estimated $96K sold.

Anfield Capital Management first reported a position in FT in Q1 2021 and held it in 3 quarters. The position peaked at $104K in Q3 2021. 32 funds tracked by Wall St. Rank hold FT as of Q1 2022.

Anfield Capital Management reported no remaining Franklin Universal Trust position as of Q1 2022 after selling out during the quarter.
Anfield Capital Management sold 11,391 Franklin Universal Trust shares in Q1 2022, an estimated $96K.
Anfield Capital Management first reported a position in Franklin Universal Trust in Q1 2021 and held it in 3 quarters.
Anfield Capital Management's Franklin Universal Trust position peaked at $104K in Q3 2021.
32 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2022.

Based on Anfield Capital Management's 13F filing for Q1 2022, filed 10 May 2022.