SIAG
FT

Safeguard Investment Advisory Group’s Franklin Universal Trust FT Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-6,892
Closed -$51K – 303
2020
Q4 		$51K Buy
+6,892
New +$49.2K 0.05% 195

Other funds holding FT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
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
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Safeguard Investment Advisory Group's FT Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Franklin Universal Trust (FT) in Q1 2021, closing a stake of 6,892 shares — an estimated $51K sold.

Safeguard Investment Advisory Group first reported a position in FT in Q4 2020 and held it in 1 quarter. The position peaked at $51K in Q4 2020. 42 funds tracked by Wall St. Rank hold FT as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Franklin Universal Trust position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 6,892 Franklin Universal Trust shares in Q1 2021, an estimated $51K.
  • Safeguard Investment Advisory Group first reported a position in Franklin Universal Trust in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Franklin Universal Trust position peaked at $51K in Q4 2020.
  • 42 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.