Comerica Bank’s Franklin Universal Trust FT Stock Holding History

Comerica Bank’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
2024 Q1	–	Sell	-18,200	Closed	-$121K	–	3777
2023 Q4	$121K	Hold	18,200	–	–	﹤0.01%	2437
2023 Q3	$116K	Buy	+18,200	New	+$123K	﹤0.01%	2424

Other funds holding FT

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

HWAM

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

WCMNY

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Comerica Bank's FT Position: Q1 2024 in Review

Comerica Bank sold out of Franklin Universal Trust (FT) in Q1 2024, closing a stake of 18,200 shares — an estimated $121K sold.

Comerica Bank first reported a position in FT in Q3 2023 and held it in 2 quarters. The position peaked at $121K in Q4 2023. 37 funds tracked by Wall St. Rank hold FT as of Q1 2024.

Comerica Bank reported no remaining Franklin Universal Trust position as of Q1 2024 after selling out during the quarter.
Comerica Bank sold 18,200 Franklin Universal Trust shares in Q1 2024, an estimated $121K.
Comerica Bank first reported a position in Franklin Universal Trust in Q3 2023 and held it in 2 quarters.
Comerica Bank's Franklin Universal Trust position peaked at $121K in Q4 2023.
37 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2024.

Based on Comerica Bank's 13F filing for Q1 2024, filed 16 May 2024.