FNYS
FT

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

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 $6.01B AUM 24.74% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
SNC
Stifel Nicolaus & Co St Louis, Missouri $6.04B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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.