SNC
FT

Stifel Nicolaus & Co’s Franklin Universal Trust FT Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$445K Buy
65,164
+16,364
+34% +$113K 0.01% 946
2013
Q2 		$333K Buy
+48,800
New +$361K 0.01% 1030

Other funds holding FT

FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Stifel Nicolaus & Co's FT Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its Franklin Universal Trust (FT) stake by 34% in Q3 2013, buying an estimated $113K and bringing the position to 65,164 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #946.

Stifel Nicolaus & Co first reported a position in FT in Q2 2013 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold FT as of Q3 2013.

  • Stifel Nicolaus & Co held 65,164 shares of Franklin Universal Trust worth $445K as of Q3 2013.
  • Stifel Nicolaus & Co bought 16,364 Franklin Universal Trust shares in Q3 2013, an estimated $113K.
  • Franklin Universal Trust made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #946 holding.
  • Stifel Nicolaus & Co first reported a position in Franklin Universal Trust in Q2 2013 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.