Creative Financial Designs’s Franklin Universal Trust FT Stock Holding History

Creative Financial Designs’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
2020 Q3	–	Sell	-1,800	Closed	-$12K	–	1238
2020 Q2	$12K	Buy	+1,800	New	+$11.8K	﹤0.01%	711
2017 Q2	–	Sell	-143	Closed	-$1K	–	786
2017 Q1	$1K	Hold	143	–	–	﹤0.01%	650
2016 Q4	$1K	Buy	+143	New	+$939	﹤0.01%	658

Other funds holding FT

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

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

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

MSAM

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Creative Financial Designs's FT Position: Q3 2020 in Review

Creative Financial Designs sold out of Franklin Universal Trust (FT) in Q3 2020, closing a stake of 1,800 shares — an estimated $12K sold.

Creative Financial Designs first reported a position in FT in Q4 2016 and held it in 3 quarters. The position peaked at $12K in Q2 2020. 42 funds tracked by Wall St. Rank hold FT as of Q3 2020.

Creative Financial Designs reported no remaining Franklin Universal Trust position as of Q3 2020 after selling out during the quarter.
Creative Financial Designs sold 1,800 Franklin Universal Trust shares in Q3 2020, an estimated $12K.
Creative Financial Designs first reported a position in Franklin Universal Trust in Q4 2016 and held it in 3 quarters.
Creative Financial Designs's Franklin Universal Trust position peaked at $12K in Q2 2020.
42 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q3 2020.

Based on Creative Financial Designs's 13F filing for Q3 2020, filed 6 Oct 2020.