PSI
FT

Pinnacle Summer Investments’s Franklin Universal Trust FT Stock Holding History

Pinnacle Summer Investments’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
Q4 		$7K Hold
1,188
– – ﹤0.01% 587
2015
Q3 		$7K Hold
1,188
– – ﹤0.01% 793
2015
Q2 		$8K Hold
1,188
– – ﹤0.01% 562
2015
Q1 		$9K Hold
1,188
– – ﹤0.01% 800
2014
Q4 		$9K Hold
1,188
– – ﹤0.01% 819
2014
Q3 		$8K Buy
+1,188
New +$8.69K ﹤0.01% 849

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Pinnacle Summer Investments's FT Position: Q4 2015 in Review

Pinnacle Summer Investments held its Franklin Universal Trust (FT) position steady in Q4 2015 at 1,188 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Pinnacle Summer Investments first reported a position in FT in Q3 2014 and has held it in 6 quarters since. The position peaked at $9K in Q1 2015. 35 funds tracked by Wall St. Rank hold FT as of Q4 2015.

  • Pinnacle Summer Investments held 1,188 shares of Franklin Universal Trust worth $7K as of Q4 2015.
  • Pinnacle Summer Investments left its Franklin Universal Trust share count unchanged in Q4 2015.
  • Franklin Universal Trust made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #587 holding.
  • Pinnacle Summer Investments first reported a position in Franklin Universal Trust in Q3 2014 and has held it in 6 quarters since.
  • Pinnacle Summer Investments's Franklin Universal Trust position peaked at $9K in Q1 2015.
  • 35 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.