DAS
FT

Dynamic Advisor Solutions’s Franklin Universal Trust FT Stock Holding History

Dynamic Advisor Solutions’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
-35,974
Closed -$263K – 557
2019
Q2 		$263K Buy
35,974
+5,475
+18% +$38.6K 0.04% 387
2019
Q1 		$215K Buy
+30,499
New +$207K 0.04% 363

Other funds holding FT

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Koshinski Asset Management
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Dynamic Advisor Solutions's FT Position: Q3 2019 in Review

Dynamic Advisor Solutions sold out of Franklin Universal Trust (FT) in Q3 2019, closing a stake of 35,974 shares — an estimated $263K sold.

Dynamic Advisor Solutions first reported a position in FT in Q1 2019 and held it in 2 quarters. The position peaked at $263K in Q2 2019. 47 funds tracked by Wall St. Rank hold FT as of Q3 2019.

  • Dynamic Advisor Solutions reported no remaining Franklin Universal Trust position as of Q3 2019 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 35,974 Franklin Universal Trust shares in Q3 2019, an estimated $263K.
  • Dynamic Advisor Solutions first reported a position in Franklin Universal Trust in Q1 2019 and held it in 2 quarters.
  • Dynamic Advisor Solutions's Franklin Universal Trust position peaked at $263K in Q2 2019.
  • 47 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q3 2019.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2019, filed 13 Nov 2019.