TRCT
FT

Tower Research Capital (TRC)’s Franklin Universal Trust FT Stock Holding History

Tower Research Capital (TRC)’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
2022
Q4 		– Sell
-149
Closed -$1K – 6047
2022
Q3 		$1K Buy
+149
New +$1.13K ﹤0.01% 5773
2018
Q4 		– Sell
-3,520
Closed -$23K – 3985
2018
Q3 		$23K Buy
+3,520
New +$23.7K ﹤0.01% 2245
2018
Q2 		– Sell
-783
Closed -$5K – 3788
2018
Q1 		$5K Sell
783
-219
-22% -$1.51K ﹤0.01% 2701
2017
Q4 		$7K Buy
+1,002
New +$7.27K ﹤0.01% 2734
2017
Q1 		– Sell
-300
Closed -$2K – 3334
2016
Q4 		$2K Buy
300
+196
+188% +$1.29K ﹤0.01% 3408
2016
Q3 		$1K Buy
+104
New +$717 ﹤0.01% 3293
2016
Q2 		– Sell
-331
Closed -$2K – 4601
2016
Q1 		$2K Buy
+331
New +$1.93K ﹤0.01% 3367
2015
Q4 		– Sell
-758
Closed -$4K – 4654
2015
Q3 		$4K Sell
758
-569
-43% -$3.55K ﹤0.01% 2925
2015
Q2 		$9K Buy
+1,327
New +$9.24K ﹤0.01% 2791
2013
Q4 		– Sell
-169
Closed -$1K – 4621
2013
Q3 		$1K Sell
169
-10
-6% -$69 ﹤0.01% 4295
2013
Q2 		$1K Buy
+179
New +$1.33K ﹤0.01% 3675

Other funds holding FT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return

Tower Research Capital (TRC)'s FT Position: Q4 2022 in Review

Tower Research Capital (TRC) sold out of Franklin Universal Trust (FT) in Q4 2022, closing a stake of 149 shares — an estimated $1K sold.

Tower Research Capital (TRC) first reported a position in FT in Q2 2013 and held it in 11 quarters. The position peaked at $23K in Q3 2018. 33 funds tracked by Wall St. Rank hold FT as of Q4 2022.

  • Tower Research Capital (TRC) reported no remaining Franklin Universal Trust position as of Q4 2022 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 149 Franklin Universal Trust shares in Q4 2022, an estimated $1K.
  • Tower Research Capital (TRC) first reported a position in Franklin Universal Trust in Q2 2013 and held it in 11 quarters.
  • Tower Research Capital (TRC)'s Franklin Universal Trust position peaked at $23K in Q3 2018.
  • 33 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q4 2022.

Based on Tower Research Capital (TRC)'s 13F filing for Q4 2022, filed 10 Feb 2023.