HPBT
FT

High Point Bank & Trust’s Franklin Universal Trust FT Stock Holding History

High Point Bank & Trust’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
2014
Q2 		– Sell
-2,500
Closed -$18K – 403
2014
Q1 		$18K Hold
2,500
– – 0.01% 315
2013
Q4 		$17K Hold
2,500
– – 0.01% 313
2013
Q3 		$17K Hold
2,500
– – 0.01% 321
2013
Q2 		$17K Buy
+2,500
New +$18.5K 0.01% 320

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AAM
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SFS
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SCM
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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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

High Point Bank & Trust's FT Position: Q2 2014 in Review

High Point Bank & Trust sold out of Franklin Universal Trust (FT) in Q2 2014, closing a stake of 2,500 shares — an estimated $18K sold.

High Point Bank & Trust first reported a position in FT in Q2 2013 and held it in 4 quarters. The position peaked at $18K in Q1 2014. 34 funds tracked by Wall St. Rank hold FT as of Q2 2014.

  • High Point Bank & Trust reported no remaining Franklin Universal Trust position as of Q2 2014 after selling out during the quarter.
  • High Point Bank & Trust sold 2,500 Franklin Universal Trust shares in Q2 2014, an estimated $18K.
  • High Point Bank & Trust first reported a position in Franklin Universal Trust in Q2 2013 and held it in 4 quarters.
  • High Point Bank & Trust's Franklin Universal Trust position peaked at $18K in Q1 2014.
  • 34 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2014.

Based on High Point Bank & Trust's 13F filing for Q2 2014, filed 4 Aug 2014.