Barclays’s Franklin Universal Trust FT Stock Holding History

Barclays’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
2020 Q4	–	Sell	-480	Closed	-$4K	–	4994
2020 Q3	$4K	Buy	+480	New	+$3.33K	﹤0.01%	5082

Other funds holding FT

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

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

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

MSAM

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

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

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Barclays's FT Position: Q4 2020 in Review

Barclays sold out of Franklin Universal Trust (FT) in Q4 2020, closing a stake of 480 shares — an estimated $4K sold.

Barclays first reported a position in FT in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 45 funds tracked by Wall St. Rank hold FT as of Q4 2020.

Barclays reported no remaining Franklin Universal Trust position as of Q4 2020 after selling out during the quarter.
Barclays sold 480 Franklin Universal Trust shares in Q4 2020, an estimated $4K.
Barclays first reported a position in Franklin Universal Trust in Q3 2020 and held it in 1 quarter.
Barclays's Franklin Universal Trust position peaked at $4K in Q3 2020.
45 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q4 2020.

Based on Barclays's 13F filing for Q4 2020, filed 11 Feb 2021.