Mercer Global Advisors
FT

Mercer Global Advisors’s Franklin Universal Trust FT Stock Holding History

Mercer Global 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
2020
Q2 		– Sell
-11,771
Closed -$72K – 1064
2020
Q1 		$72K Buy
+11,771
New +$86.9K ﹤0.01% 1032
2019
Q4 		– Sell
-11,613
Closed -$87K – 1176
2019
Q3 		$87K Sell
11,613
-4,820
-29% -$35.6K ﹤0.01% 1081
2019
Q2 		$120K Buy
+16,433
New +$116K ﹤0.01% 1094

Other funds holding FT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 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
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors's FT Position: Q2 2020 in Review

Mercer Global Advisors sold out of Franklin Universal Trust (FT) in Q2 2020, closing a stake of 11,771 shares — an estimated $72K sold.

Mercer Global Advisors first reported a position in FT in Q2 2019 and held it in 3 quarters. The position peaked at $120K in Q2 2019. 39 funds tracked by Wall St. Rank hold FT as of Q2 2020.

  • Mercer Global Advisors reported no remaining Franklin Universal Trust position as of Q2 2020 after selling out during the quarter.
  • Mercer Global Advisors sold 11,771 Franklin Universal Trust shares in Q2 2020, an estimated $72K.
  • Mercer Global Advisors first reported a position in Franklin Universal Trust in Q2 2019 and held it in 3 quarters.
  • Mercer Global Advisors's Franklin Universal Trust position peaked at $120K in Q2 2019.
  • 39 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2020.

Based on Mercer Global Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.