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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
Sell
-10,800
Closed -$70K 716
2015
Q2
$70K Buy
+10,800
New +$70K 0.05% 243