CCP
FT

Cardan Capital Partners’s Franklin Universal Trust FT Stock Holding History

Cardan Capital 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
2020
Q1 		– Sell
-49,228
Closed -$383K – 203
2019
Q4 		$383K Sell
49,228
-828
-2% -$6.33K 0.05% 148
2019
Q3 		$377K Sell
50,056
-668
-1% -$4.94K 0.05% 148
2019
Q2 		$371K Buy
50,724
+3,929
+8% +$27.7K 0.06% 138
2019
Q1 		$329K Buy
46,795
+22,016
+89% +$149K 0.05% 143
2018
Q4 		$157K Buy
+24,779
New +$162K 0.03% 164

Other funds holding FT

Morgan Stanley
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Cardan Capital Partners's FT Position: Q1 2020 in Review

Cardan Capital Partners sold out of Franklin Universal Trust (FT) in Q1 2020, closing a stake of 49,228 shares — an estimated $383K sold.

Cardan Capital Partners first reported a position in FT in Q4 2018 and held it in 5 quarters. The position peaked at $383K in Q4 2019. 41 funds tracked by Wall St. Rank hold FT as of Q1 2020.

  • Cardan Capital Partners reported no remaining Franklin Universal Trust position as of Q1 2020 after selling out during the quarter.
  • Cardan Capital Partners sold 49,228 Franklin Universal Trust shares in Q1 2020, an estimated $383K.
  • Cardan Capital Partners first reported a position in Franklin Universal Trust in Q4 2018 and held it in 5 quarters.
  • Cardan Capital Partners's Franklin Universal Trust position peaked at $383K in Q4 2019.
  • 41 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2020.

Based on Cardan Capital Partners's 13F filing for Q1 2020, filed 11 May 2020.