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

Clough 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
2022 Q1	–	Sell	-20,937	Closed	-$177K	–	127
2021 Q4	$177K	Sell	20,937 -16,946	-45%	-$140K	0.01%	110
2021 Q3	$307K	Sell	37,883 -26,652	-41%	-$225K	0.02%	105
2021 Q2	$534K	Buy	+64,535	New	+$510K	0.03%	117

Other funds holding FT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

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

UCI

Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Clough Capital Partners's FT Position: Q1 2022 in Review

Clough Capital Partners sold out of Franklin Universal Trust (FT) in Q1 2022, closing a stake of 20,937 shares — an estimated $177K sold.

Clough Capital Partners first reported a position in FT in Q2 2021 and held it in 3 quarters. The position peaked at $534K in Q2 2021. 32 funds tracked by Wall St. Rank hold FT as of Q1 2022.

Clough Capital Partners reported no remaining Franklin Universal Trust position as of Q1 2022 after selling out during the quarter.
Clough Capital Partners sold 20,937 Franklin Universal Trust shares in Q1 2022, an estimated $177K.
Clough Capital Partners first reported a position in Franklin Universal Trust in Q2 2021 and held it in 3 quarters.
Clough Capital Partners's Franklin Universal Trust position peaked at $534K in Q2 2021.
32 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2022.

Based on Clough Capital Partners's 13F filing for Q1 2022, filed 16 May 2022.