AM
FT

Atwater Malick’s Franklin Universal Trust FT Stock Holding History

Atwater Malick’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
2019
Q4 		– Sell
-2,413
Closed -$18K – 97
2019
Q3 		$18K Buy
+2,413
New +$17.8K 0.02% 111

Other funds holding FT

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Atwater Malick's FT Position: Q4 2019 in Review

Atwater Malick sold out of Franklin Universal Trust (FT) in Q4 2019, closing a stake of 2,413 shares — an estimated $18K sold.

Atwater Malick first reported a position in FT in Q3 2019 and held it in 1 quarter. The position peaked at $18K in Q3 2019. 45 funds tracked by Wall St. Rank hold FT as of Q4 2019.

  • Atwater Malick reported no remaining Franklin Universal Trust position as of Q4 2019 after selling out during the quarter.
  • Atwater Malick sold 2,413 Franklin Universal Trust shares in Q4 2019, an estimated $18K.
  • Atwater Malick first reported a position in Franklin Universal Trust in Q3 2019 and held it in 1 quarter.
  • Atwater Malick's Franklin Universal Trust position peaked at $18K in Q3 2019.
  • 45 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q4 2019.

Based on Atwater Malick's 13F filing for Q4 2019, filed 7 Jan 2020.