Squarepoint
FT

Squarepoint’s Franklin Universal Trust FT Stock Holding History

Squarepoint’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
2016
Q1 		– Sell
-13,600
Closed -$78K – 1262
2015
Q4 		$78K Buy
+13,600
New +$80.6K 0.01% 1159

Other funds holding FT

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AAM
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Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

Squarepoint's FT Position: Q1 2016 in Review

Squarepoint sold out of Franklin Universal Trust (FT) in Q1 2016, closing a stake of 13,600 shares — an estimated $78K sold.

Squarepoint first reported a position in FT in Q4 2015 and held it in 1 quarter. The position peaked at $78K in Q4 2015. 34 funds tracked by Wall St. Rank hold FT as of Q1 2016.

  • Squarepoint reported no remaining Franklin Universal Trust position as of Q1 2016 after selling out during the quarter.
  • Squarepoint sold 13,600 Franklin Universal Trust shares in Q1 2016, an estimated $78K.
  • Squarepoint first reported a position in Franklin Universal Trust in Q4 2015 and held it in 1 quarter.
  • Squarepoint's Franklin Universal Trust position peaked at $78K in Q4 2015.
  • 34 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2016.

Based on Squarepoint's 13F filing for Q1 2016, filed 16 May 2016.