TWM
FT

TLW Wealth Management’s Franklin Universal Trust FT Stock Holding History

TLW Wealth Management’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
2020
Q1 		– Sell
-2,413
Closed -$19K – 24
2019
Q4 		$19K Buy
+2,413
New +$18.4K 0.02% 24

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Invesco
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MSAM
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AAM
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BI
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Osaic Holdings
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SFS
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TLW Wealth Management's FT Position: Q1 2020 in Review

TLW Wealth Management sold out of Franklin Universal Trust (FT) in Q1 2020, closing a stake of 2,413 shares — an estimated $19K sold.

TLW Wealth Management first reported a position in FT in Q4 2019 and held it in 1 quarter. The position peaked at $19K in Q4 2019. 41 funds tracked by Wall St. Rank hold FT as of Q1 2020.

  • TLW Wealth Management reported no remaining Franklin Universal Trust position as of Q1 2020 after selling out during the quarter.
  • TLW Wealth Management sold 2,413 Franklin Universal Trust shares in Q1 2020, an estimated $19K.
  • TLW Wealth Management first reported a position in Franklin Universal Trust in Q4 2019 and held it in 1 quarter.
  • TLW Wealth Management's Franklin Universal Trust position peaked at $19K in Q4 2019.
  • 41 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q1 2020.

Based on TLW Wealth Management's 13F filing for Q1 2020, filed 1 May 2020.