PCG
FT

Private Capital Group’s Franklin Universal Trust FT Stock Holding History

Private Capital Group’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
2020
Q2 		– Sell
-729
Closed -$4K – 2045
2020
Q1 		$4K Hold
729
– – ﹤0.01% 1534
2019
Q4 		$5K Buy
+729
New +$5.57K ﹤0.01% 1497

Other funds holding FT

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Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Private Capital Group's FT Position: Q2 2020 in Review

Private Capital Group sold out of Franklin Universal Trust (FT) in Q2 2020, closing a stake of 729 shares — an estimated $4K sold.

Private Capital Group first reported a position in FT in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q4 2019. 39 funds tracked by Wall St. Rank hold FT as of Q2 2020.

  • Private Capital Group reported no remaining Franklin Universal Trust position as of Q2 2020 after selling out during the quarter.
  • Private Capital Group sold 729 Franklin Universal Trust shares in Q2 2020, an estimated $4K.
  • Private Capital Group first reported a position in Franklin Universal Trust in Q4 2019 and held it in 2 quarters.
  • Private Capital Group's Franklin Universal Trust position peaked at $5K in Q4 2019.
  • 39 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q2 2020.

Based on Private Capital Group's 13F filing for Q2 2020, filed 13 Aug 2020.