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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-7,555
Closed -$48K – 230
2015
Q2 		$48K Buy
+7,555
New +$48K 0.03% 146