IWA
FT

Inspirion Wealth Advisors’s Franklin Universal Trust FT Stock Holding History

Inspirion Wealth Advisors’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
2015
Q3 		– Sell
-11,538
Closed -$74K – 55
2015
Q2 		$74K Hold
11,538
– – 0.05% 55
2015
Q1 		$83K Hold
11,538
– – 0.07% 55
2014
Q4 		$82K Buy
+11,538
New +$82.4K 0.08% 57

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Inspirion Wealth Advisors's FT Position: Q3 2015 in Review

Inspirion Wealth Advisors sold out of Franklin Universal Trust (FT) in Q3 2015, closing a stake of 11,538 shares — an estimated $74K sold.

Inspirion Wealth Advisors first reported a position in FT in Q4 2014 and held it in 3 quarters. The position peaked at $83K in Q1 2015. 35 funds tracked by Wall St. Rank hold FT as of Q3 2015.

  • Inspirion Wealth Advisors reported no remaining Franklin Universal Trust position as of Q3 2015 after selling out during the quarter.
  • Inspirion Wealth Advisors sold 11,538 Franklin Universal Trust shares in Q3 2015, an estimated $74K.
  • Inspirion Wealth Advisors first reported a position in Franklin Universal Trust in Q4 2014 and held it in 3 quarters.
  • Inspirion Wealth Advisors's Franklin Universal Trust position peaked at $83K in Q1 2015.
  • 35 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q3 2015.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2015, filed 21 Oct 2015.