Selective Wealth Management’s Franklin Universal Trust FT Stock Holding History

Selective Wealth Management’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 Q3	$5K	Buy	+765	New	+$5.16K	0.06%	110

Other funds holding FT

FIMG

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

CRC

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

LTFS

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

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

Selective Wealth Management's FT Position: Q3 2018 in Review

Selective Wealth Management opened a new position in Franklin Universal Trust (FT) in Q3 2018: 765 shares worth $5K. The stake represents 0.06% of the portfolio and ranks #110 among its holdings.

50 funds tracked by Wall St. Rank hold FT as of Q3 2018.

Selective Wealth Management held 765 shares of Franklin Universal Trust worth $5K as of Q3 2018.
Franklin Universal Trust was a new Selective Wealth Management position in Q3 2018.
Franklin Universal Trust made up 0.06% of Selective Wealth Management's portfolio in Q3 2018, its #110 holding.
50 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q3 2018.

Based on Selective Wealth Management's 13F filing for Q3 2018, filed 12 Oct 2018.