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FT

Avantax Planning Partners’s Franklin Universal Trust FT Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-2,550
Closed -$17K – 613
2018
Q3 		$17K Buy
+2,550
New +$17.2K ﹤0.01% 741
2018
Q2 		– Sell
-2,550
Closed -$17K – 673
2018
Q1 		$17K Buy
+2,550
New +$17.6K ﹤0.01% 837

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AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Avantax Planning Partners's FT Position: Q4 2018 in Review

Avantax Planning Partners sold out of Franklin Universal Trust (FT) in Q4 2018, closing a stake of 2,550 shares — an estimated $17K sold.

Avantax Planning Partners first reported a position in FT in Q1 2018 and held it in 2 quarters. The position peaked at $17K in Q3 2018. 48 funds tracked by Wall St. Rank hold FT as of Q4 2018.

  • Avantax Planning Partners reported no remaining Franklin Universal Trust position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 2,550 Franklin Universal Trust shares in Q4 2018, an estimated $17K.
  • Avantax Planning Partners first reported a position in Franklin Universal Trust in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Franklin Universal Trust position peaked at $17K in Q3 2018.
  • 48 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.