ETI
FT

Enterprise Trust & Investment’s Franklin Universal Trust FT Stock Holding History

Enterprise Trust & Investment’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
2021
Q4 		– Sell
-1,000
Closed -$8K – 215
2021
Q3 		$8K Hold
1,000
– – ﹤0.01% 194
2021
Q2 		$8K Buy
+1,000
New +$7.9K ﹤0.01% 186

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Enterprise Trust & Investment's FT Position: Q4 2021 in Review

Enterprise Trust & Investment sold out of Franklin Universal Trust (FT) in Q4 2021, closing a stake of 1,000 shares — an estimated $8K sold.

Enterprise Trust & Investment first reported a position in FT in Q2 2021 and held it in 2 quarters. The position peaked at $8K in Q3 2021. 38 funds tracked by Wall St. Rank hold FT as of Q4 2021.

  • Enterprise Trust & Investment reported no remaining Franklin Universal Trust position as of Q4 2021 after selling out during the quarter.
  • Enterprise Trust & Investment sold 1,000 Franklin Universal Trust shares in Q4 2021, an estimated $8K.
  • Enterprise Trust & Investment first reported a position in Franklin Universal Trust in Q2 2021 and held it in 2 quarters.
  • Enterprise Trust & Investment's Franklin Universal Trust position peaked at $8K in Q3 2021.
  • 38 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q4 2021.

Based on Enterprise Trust & Investment's 13F filing for Q4 2021, filed 18 Jan 2022.