Kore Private Wealth’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Kore Private Wealth’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 Q3	–	Sell	-849	Closed	-$81K	–	564
2020 Q2	$81K	Hold	849	–	–	0.02%	369
2020 Q1	$80K	Sell	849 -1,518	-64%	-$144K	0.02%	343
2019 Q4	$223K	Sell	2,367 -180	-7%	-$17K	0.04%	227
2019 Q3	$240K	Hold	2,547	–	–	0.05%	194
2019 Q2	$241K	Hold	2,547	–	–	0.05%	193
2019 Q1	$241K	Sell	2,547 -1,061	-29%	-$100K	0.05%	185
2018 Q4	$343K	Buy	+3,608	New	+$341K	0.09%	149

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

Jane Street New York $777B AUM 61.18% 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

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kore Private Wealth's FTSD Position: Q3 2020 in Review

Kore Private Wealth sold out of Franklin Short Duration US Government ETF (FTSD) in Q3 2020, closing a stake of 849 shares — an estimated $81K sold.

Kore Private Wealth first reported a position in FTSD in Q4 2018 and held it in 7 quarters. The position peaked at $343K in Q4 2018. 43 funds tracked by Wall St. Rank hold FTSD as of Q3 2020.

Kore Private Wealth reported no remaining Franklin Short Duration US Government ETF position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 849 Franklin Short Duration US Government ETF shares in Q3 2020, an estimated $81K.
Kore Private Wealth first reported a position in Franklin Short Duration US Government ETF in Q4 2018 and held it in 7 quarters.
Kore Private Wealth's Franklin Short Duration US Government ETF position peaked at $343K in Q4 2018.
43 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.