FANJ
FT icon

Financial Architects (New Jersey)’s Franklin Universal Trust FT Stock Holding History

Financial Architects (New Jersey)’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
2017
Q3 		– Sell
-200
Closed -$1K – 1517
2017
Q2 		$1K Hold
200
– – ﹤0.01% 1474
2017
Q1 		$1K Hold
200
– – ﹤0.01% 1514
2016
Q4 		$1K Hold
200
– – ﹤0.01% 1345
2016
Q3 		$1K Buy
+200
New +$1.38K ﹤0.01% 1407

Other funds holding FT

FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

Financial Architects (New Jersey)'s FT Position: Q3 2017 in Review

Financial Architects (New Jersey) sold out of Franklin Universal Trust (FT) in Q3 2017, closing a stake of 200 shares — an estimated $1K sold.

Financial Architects (New Jersey) first reported a position in FT in Q3 2016 and held it in 4 quarters. The position peaked at $1K in Q2 2017. 36 funds tracked by Wall St. Rank hold FT as of Q3 2017.

  • Financial Architects (New Jersey) reported no remaining Franklin Universal Trust position as of Q3 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 200 Franklin Universal Trust shares in Q3 2017, an estimated $1K.
  • Financial Architects (New Jersey) first reported a position in Franklin Universal Trust in Q3 2016 and held it in 4 quarters.
  • Financial Architects (New Jersey)'s Franklin Universal Trust position peaked at $1K in Q2 2017.
  • 36 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q3 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2017, filed 23 Oct 2017.