MPWT
FT

MassMutual Private Wealth & Trust’s Franklin Universal Trust FT Stock Holding History

MassMutual Private Wealth & Trust’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
Q4 		– Sell
-2,100
Closed -$14K – 901
2020
Q3 		$14K Buy
+2,100
New +$14.6K ﹤0.01% 539

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MSAM
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Stifel Financial
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KPWS
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AAM
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Osaic Holdings
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MassMutual Private Wealth & Trust's FT Position: Q4 2020 in Review

MassMutual Private Wealth & Trust sold out of Franklin Universal Trust (FT) in Q4 2020, closing a stake of 2,100 shares — an estimated $14K sold.

MassMutual Private Wealth & Trust first reported a position in FT in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 45 funds tracked by Wall St. Rank hold FT as of Q4 2020.

  • MassMutual Private Wealth & Trust reported no remaining Franklin Universal Trust position as of Q4 2020 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 2,100 Franklin Universal Trust shares in Q4 2020, an estimated $14K.
  • MassMutual Private Wealth & Trust first reported a position in Franklin Universal Trust in Q3 2020 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Franklin Universal Trust position peaked at $14K in Q3 2020.
  • 45 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q4 2020.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2020, filed 16 Feb 2021.