Parametric Portfolio Associates’s Franklin Universal Trust FT Stock Holding History

Parametric Portfolio Associates’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
2022 Q1	$258K	Buy	+31,905	New	+$261K	﹤0.01%	3337

Other funds holding FT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Parametric Portfolio Associates's FT Position: Q1 2022 in Review

Parametric Portfolio Associates opened a new position in Franklin Universal Trust (FT) in Q1 2022: 31,905 shares worth $258K. The stake represents ﹤0.01% of the portfolio and ranks #3337 among its holdings.

32 funds tracked by Wall St. Rank hold FT as of Q1 2022.

Parametric Portfolio Associates held 31,905 shares of Franklin Universal Trust worth $258K as of Q1 2022.
Franklin Universal Trust was a new Parametric Portfolio Associates position in Q1 2022.
Franklin Universal Trust made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #3337 holding.
32 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.