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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

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Royal Bank of Canada
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Morgan Stanley
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LCM
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NFG
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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.