PAM
FT

Panagora Asset Management’s Franklin Universal Trust FT Stock Holding History

Panagora Asset Management’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
2015
Q3 		– Sell
-3,380
Closed -$22K – 2359
2015
Q2 		$22K Buy
+3,380
New +$23.5K ﹤0.01% 2288

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
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Panagora Asset Management's FT Position: Q3 2015 in Review

Panagora Asset Management sold out of Franklin Universal Trust (FT) in Q3 2015, closing a stake of 3,380 shares — an estimated $22K sold.

Panagora Asset Management first reported a position in FT in Q2 2015 and held it in 1 quarter. The position peaked at $22K in Q2 2015. 35 funds tracked by Wall St. Rank hold FT as of Q3 2015.

  • Panagora Asset Management reported no remaining Franklin Universal Trust position as of Q3 2015 after selling out during the quarter.
  • Panagora Asset Management sold 3,380 Franklin Universal Trust shares in Q3 2015, an estimated $22K.
  • Panagora Asset Management first reported a position in Franklin Universal Trust in Q2 2015 and held it in 1 quarter.
  • Panagora Asset Management's Franklin Universal Trust position peaked at $22K in Q2 2015.
  • 35 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q3 2015.

Based on Panagora Asset Management's 13F filing for Q3 2015, filed 13 Nov 2015.