SPA
FT

Shore Point Advisors’s Franklin Universal Trust FT Stock Holding History

Shore Point 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
2022
Q1 		– Sell
-4,305
Closed -$36K – 91
2021
Q4 		$36K Buy
+4,305
New +$35.5K 0.03% 82

Other funds holding FT

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Shore Point Advisors's FT Position: Q1 2022 in Review

Shore Point Advisors sold out of Franklin Universal Trust (FT) in Q1 2022, closing a stake of 4,305 shares — an estimated $36K sold.

Shore Point Advisors first reported a position in FT in Q4 2021 and held it in 1 quarter. The position peaked at $36K in Q4 2021. 32 funds tracked by Wall St. Rank hold FT as of Q1 2022.

  • Shore Point Advisors reported no remaining Franklin Universal Trust position as of Q1 2022 after selling out during the quarter.
  • Shore Point Advisors sold 4,305 Franklin Universal Trust shares in Q1 2022, an estimated $36K.
  • Shore Point Advisors first reported a position in Franklin Universal Trust in Q4 2021 and held it in 1 quarter.
  • Shore Point Advisors's Franklin Universal Trust position peaked at $36K in Q4 2021.
  • 32 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2022.

Based on Shore Point Advisors's 13F filing for Q1 2022, filed 26 Apr 2022.