JFGIW
FT

Johnson Financial Group Inc (Wisconsin)’s Franklin Universal Trust FT Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2019
Q4 		– Sell
-1,600
Closed -$12K – 539
2019
Q3 		$12K Hold
1,600
– – ﹤0.01% 436
2019
Q2 		$12K Buy
+1,600
New +$11.3K ﹤0.01% 447

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Johnson Financial Group Inc (Wisconsin)'s FT Position: Q4 2019 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Franklin Universal Trust (FT) in Q4 2019, closing a stake of 1,600 shares — an estimated $12K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in FT in Q2 2019 and held it in 2 quarters. The position peaked at $12K in Q3 2019. 45 funds tracked by Wall St. Rank hold FT as of Q4 2019.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Franklin Universal Trust position as of Q4 2019 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 1,600 Franklin Universal Trust shares in Q4 2019, an estimated $12K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Franklin Universal Trust in Q2 2019 and held it in 2 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Franklin Universal Trust position peaked at $12K in Q3 2019.
  • 45 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q4 2019.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2019, filed 14 Feb 2020.