CF
FT

Centaurus Financial’s Franklin Universal Trust FT Stock Holding History

Centaurus Financial’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
Q3 		– Sell
-6,087
Closed -$41K – 1076
2018
Q2 		$41K Buy
+6,087
New +$40.7K 0.01% 1018

Other funds holding FT

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Koshinski Asset Management
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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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Centaurus Financial's FT Position: Q3 2018 in Review

Centaurus Financial sold out of Franklin Universal Trust (FT) in Q3 2018, closing a stake of 6,087 shares — an estimated $41K sold.

Centaurus Financial first reported a position in FT in Q2 2018 and held it in 1 quarter. The position peaked at $41K in Q2 2018. 50 funds tracked by Wall St. Rank hold FT as of Q3 2018.

  • Centaurus Financial reported no remaining Franklin Universal Trust position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 6,087 Franklin Universal Trust shares in Q3 2018, an estimated $41K.
  • Centaurus Financial first reported a position in Franklin Universal Trust in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's Franklin Universal Trust position peaked at $41K in Q2 2018.
  • 50 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.