First Manhattan’s Franklin Universal Trust FT Stock Holding History

First Manhattan’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 Q1	–	Sell	-20,500	Closed	-$153K	–	1494
2020 Q4	$153K	Hold	20,500	–	–	﹤0.01%	716
2020 Q3	$139K	Sell	20,500 -3,200	-14%	-$22.2K	﹤0.01%	703
2020 Q2	$157K	Sell	23,700 -5,000	-17%	-$32.7K	﹤0.01%	692
2020 Q1	$175K	Hold	28,700	–	–	﹤0.01%	646
2019 Q4	$223K	Hold	28,700	–	–	﹤0.01%	675
2019 Q3	$216K	Hold	28,700	–	–	﹤0.01%	679
2019 Q2	$210K	Buy	+28,700	New	+$202K	﹤0.01%	695

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

SFS

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

AAM

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

First Manhattan's FT Position: Q1 2021 in Review

First Manhattan sold out of Franklin Universal Trust (FT) in Q1 2021, closing a stake of 20,500 shares — an estimated $153K sold.

First Manhattan first reported a position in FT in Q2 2019 and held it in 7 quarters. The position peaked at $223K in Q4 2019. 42 funds tracked by Wall St. Rank hold FT as of Q1 2021.

First Manhattan reported no remaining Franklin Universal Trust position as of Q1 2021 after selling out during the quarter.
First Manhattan sold 20,500 Franklin Universal Trust shares in Q1 2021, an estimated $153K.
First Manhattan first reported a position in Franklin Universal Trust in Q2 2019 and held it in 7 quarters.
First Manhattan's Franklin Universal Trust position peaked at $223K in Q4 2019.
42 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2021.

Based on First Manhattan's 13F filing for Q1 2021, filed 14 May 2021.