Raymond James Financial Services Advisors’s Franklin Universal Trust FT Stock Holding History

Raymond James Financial Services 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
2018 Q4	–	Sell	-13,500	Closed	-$90K	–	2642
2018 Q3	$90K	Hold	13,500	–	–	﹤0.01%	2666
2018 Q2	$90K	Hold	13,500	–	–	﹤0.01%	2629
2018 Q1	$91K	Buy	13,500 +1,000	+8%	+$6.9K	﹤0.01%	2390
2017 Q4	$90K	Hold	12,500	–	–	﹤0.01%	2385
2017 Q3	$91K	Hold	12,500	–	–	﹤0.01%	2403
2017 Q2	$89K	Buy	+12,500	New	+$89.8K	﹤0.01%	2357

Other funds holding FT

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

RJA

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raymond James Financial Services Advisors's FT Position: Q4 2018 in Review

Raymond James Financial Services Advisors sold out of Franklin Universal Trust (FT) in Q4 2018, closing a stake of 13,500 shares — an estimated $90K sold.

Raymond James Financial Services Advisors first reported a position in FT in Q2 2017 and held it in 6 quarters. The position peaked at $91K in Q1 2018. 48 funds tracked by Wall St. Rank hold FT as of Q4 2018.

Raymond James Financial Services Advisors reported no remaining Franklin Universal Trust position as of Q4 2018 after selling out during the quarter.
Raymond James Financial Services Advisors sold 13,500 Franklin Universal Trust shares in Q4 2018, an estimated $90K.
Raymond James Financial Services Advisors first reported a position in Franklin Universal Trust in Q2 2017 and held it in 6 quarters.
Raymond James Financial Services Advisors's Franklin Universal Trust position peaked at $91K in Q1 2018.
48 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q4 2018.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.