Private Ocean’s Franklin Short Duration US Government ETF FTSD Stock Holding History

Private Ocean’s Portfolio FTSD Stock Details FTSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,300	Closed	-$217K	–	547
2019 Q4	$217K	Buy	+2,300	New	+$218K	0.05%	92

Other funds holding FTSD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

LWM

Laidlaw Wealth Management New York City, New York $28.8M AUM 37.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Private Ocean's FTSD Position: Q1 2020 in Review

Private Ocean sold out of Franklin Short Duration US Government ETF (FTSD) in Q1 2020, closing a stake of 2,300 shares — an estimated $217K sold.

Private Ocean first reported a position in FTSD in Q4 2019 and held it in 1 quarter. The position peaked at $217K in Q4 2019. 33 funds tracked by Wall St. Rank hold FTSD as of Q1 2020.

Private Ocean reported no remaining Franklin Short Duration US Government ETF position as of Q1 2020 after selling out during the quarter.
Private Ocean sold 2,300 Franklin Short Duration US Government ETF shares in Q1 2020, an estimated $217K.
Private Ocean first reported a position in Franklin Short Duration US Government ETF in Q4 2019 and held it in 1 quarter.
Private Ocean's Franklin Short Duration US Government ETF position peaked at $217K in Q4 2019.
33 funds tracked by Wall St. Rank held Franklin Short Duration US Government ETF as of Q1 2020.

Based on Private Ocean's 13F filing for Q1 2020, filed 6 May 2020.