GeoWealth Management’s Franklin Short Duration US Government ETF FTSD Stock Holding History

GeoWealth Management’s Portfolio FTSD Stock Details FTSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-3,804	Closed	-$364K	–	212
2020 Q3	$364K	Sell	3,804 -80	-2%	-$7.67K	0.11%	108
2020 Q2	$372K	Buy	3,884 +220	+6%	+$21K	0.15%	110
2020 Q1	$347K	Buy	3,664 +617	+20%	+$58.5K	0.25%	66
2019 Q4	$287K	Buy	+3,047	New	+$288K	0.15%	79

Other funds holding FTSD

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

LWM

Laidlaw Wealth Management New York City, New York $28.8M AUM 37.7% 1-Year Est. Return

GeoWealth Management's FTSD Position: Q4 2020 in Review

GeoWealth Management sold out of Franklin Short Duration US Government ETF (FTSD) in Q4 2020, closing a stake of 3,804 shares — an estimated $364K sold.

GeoWealth Management first reported a position in FTSD in Q4 2019 and held it in 4 quarters. The position peaked at $372K in Q2 2020. 44 funds tracked by Wall St. Rank hold FTSD as of Q4 2020.

GeoWealth Management reported no remaining Franklin Short Duration US Government ETF position as of Q4 2020 after selling out during the quarter.
GeoWealth Management sold 3,804 Franklin Short Duration US Government ETF shares in Q4 2020, an estimated $364K.
GeoWealth Management first reported a position in Franklin Short Duration US Government ETF in Q4 2019 and held it in 4 quarters.
GeoWealth Management's Franklin Short Duration US Government ETF position peaked at $372K in Q2 2020.
44 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q4 2020.

Based on GeoWealth Management's 13F filing for Q4 2020, filed 12 Feb 2021.