CPIG
FT

Chicago Partners Investment Group’s Franklin Universal Trust FT Stock Holding History

Chicago Partners Investment Group’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
Q4 		– Sell
-1,011
Closed -$7K – 539
2018
Q3 		$7K Buy
+1,011
New +$6.82K ﹤0.01% 873

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AAM
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AC
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RJA
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LTFS
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CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Stifel Financial
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Chicago Partners Investment Group's FT Position: Q4 2018 in Review

Chicago Partners Investment Group sold out of Franklin Universal Trust (FT) in Q4 2018, closing a stake of 1,011 shares — an estimated $7K sold.

Chicago Partners Investment Group first reported a position in FT in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 48 funds tracked by Wall St. Rank hold FT as of Q4 2018.

  • Chicago Partners Investment Group reported no remaining Franklin Universal Trust position as of Q4 2018 after selling out during the quarter.
  • Chicago Partners Investment Group sold 1,011 Franklin Universal Trust shares in Q4 2018, an estimated $7K.
  • Chicago Partners Investment Group first reported a position in Franklin Universal Trust in Q3 2018 and held it in 1 quarter.
  • Chicago Partners Investment Group's Franklin Universal Trust position peaked at $7K in Q3 2018.
  • 48 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q4 2018.

Based on Chicago Partners Investment Group's 13F filing for Q4 2018, filed 11 Jan 2019.