CMA
FT

Cedar Mountain Advisors’s Franklin Universal Trust FT Stock Holding History

Cedar Mountain Advisors’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
2021
Q2 		– Sell
-2,413
Closed -$18K – 277
2021
Q1 		$18K Hold
2,413
– – 0.01% 131
2020
Q4 		$18K Hold
2,413
– – 0.01% 129
2020
Q3 		$16K Buy
+2,413
New +$16.7K 0.01% 123

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Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MSAM
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SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Stifel Financial
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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Cedar Mountain Advisors's FT Position: Q2 2021 in Review

Cedar Mountain Advisors sold out of Franklin Universal Trust (FT) in Q2 2021, closing a stake of 2,413 shares — an estimated $18K sold.

Cedar Mountain Advisors first reported a position in FT in Q3 2020 and held it in 3 quarters. The position peaked at $18K in Q1 2021. 39 funds tracked by Wall St. Rank hold FT as of Q2 2021.

  • Cedar Mountain Advisors reported no remaining Franklin Universal Trust position as of Q2 2021 after selling out during the quarter.
  • Cedar Mountain Advisors sold 2,413 Franklin Universal Trust shares in Q2 2021, an estimated $18K.
  • Cedar Mountain Advisors first reported a position in Franklin Universal Trust in Q3 2020 and held it in 3 quarters.
  • Cedar Mountain Advisors's Franklin Universal Trust position peaked at $18K in Q1 2021.
  • 39 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2021.

Based on Cedar Mountain Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.