Brinker Capital Investments’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Brinker Capital Investments’s Portfolio FTSD Stock Details FTSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-354	Closed	-$33K	–	464
2019 Q4	$33K	Sell	354 -11	-3%	-$1.04K	﹤0.01%	453
2019 Q3	$34K	Buy	365 +3	+0.8%	+$284	﹤0.01%	459
2019 Q2	$34K	Sell	362 -8	-2%	-$756	﹤0.01%	632
2019 Q1	$35K	Sell	370 -9	-2%	-$851	﹤0.01%	502
2018 Q4	$36K	Buy	379 +2	+0.5%	+$189	﹤0.01%	408
2018 Q3	$36K	Buy	+377	New	+$35.8K	﹤0.01%	385

Other funds holding FTSD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

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

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

LWM

Laidlaw Wealth Management New York City, New York $28.8M AUM 37.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Brinker Capital Investments's FTSD Position: Q1 2020 in Review

Brinker Capital Investments sold out of Franklin Short Duration US Government ETF (FTSD) in Q1 2020, closing a stake of 354 shares — an estimated $33K sold.

Brinker Capital Investments first reported a position in FTSD in Q3 2018 and held it in 6 quarters. The position peaked at $36K in Q4 2018. 33 funds tracked by Wall St. Rank hold FTSD as of Q1 2020.

Brinker Capital Investments reported no remaining Franklin Short Duration US Government ETF position as of Q1 2020 after selling out during the quarter.
Brinker Capital Investments sold 354 Franklin Short Duration US Government ETF shares in Q1 2020, an estimated $33K.
Brinker Capital Investments first reported a position in Franklin Short Duration US Government ETF in Q3 2018 and held it in 6 quarters.
Brinker Capital Investments's Franklin Short Duration US Government ETF position peaked at $36K in Q4 2018.
33 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q1 2020.

Based on Brinker Capital Investments's 13F filing for Q1 2020, filed 13 May 2020.