SKK
FT

Shepherd Kaplan Krochuk’s Franklin Universal Trust FT Stock Holding History

Shepherd Kaplan Krochuk’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
2019
Q4 		– Sell
-38,700
Closed -$292K – 165
2019
Q3 		$292K Hold
38,700
– – 0.21% 119
2019
Q2 		$283K Hold
38,700
– – 0.2% 117
2019
Q1 		$272K Hold
38,700
– – 0.17% 127
2018
Q4 		$246K Hold
38,700
– – 0.17% 128
2018
Q3 		$257K Buy
+38,700
New +$261K 0.13% 161

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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Shepherd Kaplan Krochuk's FT Position: Q4 2019 in Review

Shepherd Kaplan Krochuk sold out of Franklin Universal Trust (FT) in Q4 2019, closing a stake of 38,700 shares — an estimated $292K sold.

Shepherd Kaplan Krochuk first reported a position in FT in Q3 2018 and held it in 5 quarters. The position peaked at $292K in Q3 2019. 45 funds tracked by Wall St. Rank hold FT as of Q4 2019.

  • Shepherd Kaplan Krochuk reported no remaining Franklin Universal Trust position as of Q4 2019 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 38,700 Franklin Universal Trust shares in Q4 2019, an estimated $292K.
  • Shepherd Kaplan Krochuk first reported a position in Franklin Universal Trust in Q3 2018 and held it in 5 quarters.
  • Shepherd Kaplan Krochuk's Franklin Universal Trust position peaked at $292K in Q3 2019.
  • 45 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q4 2019.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2019, filed 5 Feb 2020.