Stifel Financial
INCE

Stifel Financial’s Franklin Income Equity Focus ETF INCE Stock Holding History

Stifel Financial’s Portfolio INCE Stock Details INCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-5,452
Closed -$212K – 3129
2020
Q3 		$212K Buy
+5,452
New +$209K ﹤0.01% 2594

Other funds holding INCE

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial's INCE Position: Q4 2020 in Review

Stifel Financial sold out of Franklin Income Equity Focus ETF (INCE) in Q4 2020, closing a stake of 5,452 shares — an estimated $212K sold.

Stifel Financial first reported a position in INCE in Q3 2020 and held it in 1 quarter. The position peaked at $212K in Q3 2020. 26 funds tracked by Wall St. Rank hold INCE as of Q4 2020.

  • Stifel Financial reported no remaining Franklin Income Equity Focus ETF position as of Q4 2020 after selling out during the quarter.
  • Stifel Financial sold 5,452 Franklin Income Equity Focus ETF shares in Q4 2020, an estimated $212K.
  • Stifel Financial first reported a position in Franklin Income Equity Focus ETF in Q3 2020 and held it in 1 quarter.
  • Stifel Financial's Franklin Income Equity Focus ETF position peaked at $212K in Q3 2020.
  • 26 funds tracked by Wall St. Rank held Franklin Income Equity Focus ETF as of Q4 2020.

Based on Stifel Financial's 13F filing for Q4 2020, filed 12 Feb 2021.