FNYS
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First New York Securities’s Franklin Universal Trust FT Stock Holding History

First New York Securities’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
2013
Q3 		– Sell
-14,015
Closed -$96K – 391
2013
Q2 		$96K Buy
+14,015
New +$104K 0.04% 249

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AAM
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SFS
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
SNC
Stifel Nicolaus & Co St Louis, Missouri $6.04B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

First New York Securities's FT Position: Q3 2013 in Review

First New York Securities sold out of Franklin Universal Trust (FT) in Q3 2013, closing a stake of 14,015 shares — an estimated $96K sold.

First New York Securities first reported a position in FT in Q2 2013 and held it in 1 quarter. The position peaked at $96K in Q2 2013. 29 funds tracked by Wall St. Rank hold FT as of Q3 2013.

  • First New York Securities reported no remaining Franklin Universal Trust position as of Q3 2013 after selling out during the quarter.
  • First New York Securities sold 14,015 Franklin Universal Trust shares in Q3 2013, an estimated $96K.
  • First New York Securities first reported a position in Franklin Universal Trust in Q2 2013 and held it in 1 quarter.
  • First New York Securities's Franklin Universal Trust position peaked at $96K in Q2 2013.
  • 29 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q3 2013.

Based on First New York Securities's 13F filing for Q3 2013, filed 6 Nov 2013.