ICP
FT

Ironvine Capital Partners’s Franklin Universal Trust FT Stock Holding History

Ironvine Capital Partners’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
2020
Q1 		– Sell
-2,413
Closed -$19K – 67
2019
Q4 		$19K Buy
+2,413
New +$18.4K ﹤0.01% 74

Other funds holding FT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Ironvine Capital Partners's FT Position: Q1 2020 in Review

Ironvine Capital Partners sold out of Franklin Universal Trust (FT) in Q1 2020, closing a stake of 2,413 shares — an estimated $19K sold.

Ironvine Capital Partners first reported a position in FT in Q4 2019 and held it in 1 quarter. The position peaked at $19K in Q4 2019. 41 funds tracked by Wall St. Rank hold FT as of Q1 2020.

  • Ironvine Capital Partners reported no remaining Franklin Universal Trust position as of Q1 2020 after selling out during the quarter.
  • Ironvine Capital Partners sold 2,413 Franklin Universal Trust shares in Q1 2020, an estimated $19K.
  • Ironvine Capital Partners first reported a position in Franklin Universal Trust in Q4 2019 and held it in 1 quarter.
  • Ironvine Capital Partners's Franklin Universal Trust position peaked at $19K in Q4 2019.
  • 41 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2020.

Based on Ironvine Capital Partners's 13F filing for Q1 2020, filed 29 Apr 2020.