SG Americas Securities
FT

SG Americas Securities’s Franklin Universal Trust FT Stock Holding History

SG Americas Securities’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 		– Sell
-25,803
Closed -$172K – 3260
2018
Q2 		$172K Buy
25,803
+12,235
+90% +$81.9K ﹤0.01% 2701
2018
Q1 		$92K Buy
+13,568
New +$93.6K ﹤0.01% 2988
2016
Q1 		– Sell
-34,983
Closed -$200K – 3038
2015
Q4 		$200K Buy
+34,983
New +$207K ﹤0.01% 2100
2014
Q2 		– Sell
-12,232
Closed -$88K – 2576
2014
Q1 		$88K Sell
12,232
-15,869
-56% -$113K ﹤0.01% 2242
2013
Q4 		$195K Buy
+28,101
New +$194K ﹤0.01% 2054

Other funds holding FT

FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SG Americas Securities's FT Position: Q3 2018 in Review

SG Americas Securities sold out of Franklin Universal Trust (FT) in Q3 2018, closing a stake of 25,803 shares — an estimated $172K sold.

SG Americas Securities first reported a position in FT in Q4 2013 and held it in 5 quarters. The position peaked at $200K in Q4 2015. 50 funds tracked by Wall St. Rank hold FT as of Q3 2018.

  • SG Americas Securities reported no remaining Franklin Universal Trust position as of Q3 2018 after selling out during the quarter.
  • SG Americas Securities sold 25,803 Franklin Universal Trust shares in Q3 2018, an estimated $172K.
  • SG Americas Securities first reported a position in Franklin Universal Trust in Q4 2013 and held it in 5 quarters.
  • SG Americas Securities's Franklin Universal Trust position peaked at $200K in Q4 2015.
  • 50 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q3 2018.

Based on SG Americas Securities's 13F filing for Q3 2018, filed 6 Nov 2018.