DWM
FT

Doyle Wealth Management’s Franklin Universal Trust FT Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-473
Closed -$3K – 388
2019
Q2 		$3K Buy
+473
New +$3.33K ﹤0.01% 768

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Doyle Wealth Management's FT Position: Q3 2019 in Review

Doyle Wealth Management sold out of Franklin Universal Trust (FT) in Q3 2019, closing a stake of 473 shares — an estimated $3K sold.

Doyle Wealth Management first reported a position in FT in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 47 funds tracked by Wall St. Rank hold FT as of Q3 2019.

  • Doyle Wealth Management reported no remaining Franklin Universal Trust position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 473 Franklin Universal Trust shares in Q3 2019, an estimated $3K.
  • Doyle Wealth Management first reported a position in Franklin Universal Trust in Q2 2019 and held it in 1 quarter.
  • Doyle Wealth Management's Franklin Universal Trust position peaked at $3K in Q2 2019.
  • 47 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.