SFWA
FT

Summit Financial Wealth Advisors’s Franklin Universal Trust FT Stock Holding History

Summit Financial Wealth 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
2015
Q3 		– Sell
-7,555
Closed -$48K – 230
2015
Q2 		$48K Buy
+7,555
New +$52.6K 0.03% 146

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
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
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit Financial Wealth Advisors's FT Position: Q3 2015 in Review

Summit Financial Wealth Advisors sold out of Franklin Universal Trust (FT) in Q3 2015, closing a stake of 7,555 shares — an estimated $48K sold.

Summit Financial Wealth Advisors first reported a position in FT in Q2 2015 and held it in 1 quarter. The position peaked at $48K in Q2 2015. 35 funds tracked by Wall St. Rank hold FT as of Q3 2015.

  • Summit Financial Wealth Advisors reported no remaining Franklin Universal Trust position as of Q3 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 7,555 Franklin Universal Trust shares in Q3 2015, an estimated $48K.
  • Summit Financial Wealth Advisors first reported a position in Franklin Universal Trust in Q2 2015 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Franklin Universal Trust position peaked at $48K in Q2 2015.
  • 35 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q3 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2015, filed 19 Oct 2015.