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Plante Moran Financial Advisors’s Franklin Universal Trust FT Stock Holding History

Plante Moran Financial 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
2015
Q3 		– Sell
-10,800
Closed -$70K – 717
2015
Q2 		$70K Buy
+10,800
New +$75.2K 0.05% 244

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Royal Bank of Canada
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Morgan Stanley
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LCM
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $445B AUM 25.58% 1-Year Est. Return

Plante Moran Financial Advisors's FT Position: Q3 2015 in Review

Plante Moran Financial Advisors sold out of Franklin Universal Trust (FT) in Q3 2015, closing a stake of 10,800 shares — an estimated $70K sold.

Plante Moran Financial Advisors first reported a position in FT in Q2 2015 and held it in 1 quarter. The position peaked at $70K in Q2 2015. 35 funds tracked by Wall St. Rank hold FT as of Q3 2015.

  • Plante Moran Financial Advisors reported no remaining Franklin Universal Trust position as of Q3 2015 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 10,800 Franklin Universal Trust shares in Q3 2015, an estimated $70K.
  • Plante Moran Financial Advisors first reported a position in Franklin Universal Trust in Q2 2015 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Franklin Universal Trust position peaked at $70K in Q2 2015.
  • 35 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q3 2015.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2015, filed 3 Nov 2015.