MIG
FT

Mariner Investment Group’s Franklin Universal Trust FT Stock Holding History

Mariner Investment Group’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
2017
Q1 		– Sell
-13,168
Closed -$88K – 86
2016
Q4 		$88K Buy
+13,168
New +$86.5K 0.05% 85

Other funds holding FT

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AAM
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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
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Mariner Investment Group's FT Position: Q1 2017 in Review

Mariner Investment Group sold out of Franklin Universal Trust (FT) in Q1 2017, closing a stake of 13,168 shares — an estimated $88K sold.

Mariner Investment Group first reported a position in FT in Q4 2016 and held it in 1 quarter. The position peaked at $88K in Q4 2016. 40 funds tracked by Wall St. Rank hold FT as of Q1 2017.

  • Mariner Investment Group reported no remaining Franklin Universal Trust position as of Q1 2017 after selling out during the quarter.
  • Mariner Investment Group sold 13,168 Franklin Universal Trust shares in Q1 2017, an estimated $88K.
  • Mariner Investment Group first reported a position in Franklin Universal Trust in Q4 2016 and held it in 1 quarter.
  • Mariner Investment Group's Franklin Universal Trust position peaked at $88K in Q4 2016.
  • 40 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2017.

Based on Mariner Investment Group's 13F filing for Q1 2017, filed 11 May 2017.