MCF Advisors’s Franklin Universal Trust FT Stock Holding History

MCF Advisors’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
2013 Q3	–	Sell	-920	Closed	-$7K	–	403
2013 Q2	$7K	Buy	+920	New	+$6.81K	﹤0.01%	253

Other funds holding FT

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

SNC

Stifel Nicolaus & Co St Louis, Missouri $6.04B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

MCF Advisors's FT Position: Q3 2013 in Review

MCF Advisors sold out of Franklin Universal Trust (FT) in Q3 2013, closing a stake of 920 shares — an estimated $7K sold.

MCF Advisors first reported a position in FT in Q2 2013 and held it in 1 quarter. The position peaked at $7K in Q2 2013. 29 funds tracked by Wall St. Rank hold FT as of Q3 2013.

MCF Advisors reported no remaining Franklin Universal Trust position as of Q3 2013 after selling out during the quarter.
MCF Advisors sold 920 Franklin Universal Trust shares in Q3 2013, an estimated $7K.
MCF Advisors first reported a position in Franklin Universal Trust in Q2 2013 and held it in 1 quarter.
MCF Advisors's Franklin Universal Trust position peaked at $7K in Q2 2013.
29 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q3 2013.

Based on MCF Advisors's 13F filing for Q3 2013, filed 27 Oct 2014.