UCFA
FT

United Capital Financial Advisors’s Franklin Universal Trust FT Stock Holding History

United Capital Financial 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
Q4 		– Sell
-21,600
Closed -$128K – 1238
2015
Q3 		$128K Hold
21,600
– – ﹤0.01% 1194
2015
Q2 		$139K Buy
+21,600
New +$150K ﹤0.01% 1213

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

United Capital Financial Advisors's FT Position: Q4 2015 in Review

United Capital Financial Advisors sold out of Franklin Universal Trust (FT) in Q4 2015, closing a stake of 21,600 shares — an estimated $128K sold.

United Capital Financial Advisors first reported a position in FT in Q2 2015 and held it in 2 quarters. The position peaked at $139K in Q2 2015. 35 funds tracked by Wall St. Rank hold FT as of Q4 2015.

  • United Capital Financial Advisors reported no remaining Franklin Universal Trust position as of Q4 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 21,600 Franklin Universal Trust shares in Q4 2015, an estimated $128K.
  • United Capital Financial Advisors first reported a position in Franklin Universal Trust in Q2 2015 and held it in 2 quarters.
  • United Capital Financial Advisors's Franklin Universal Trust position peaked at $139K in Q2 2015.
  • 35 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q4 2015.

Based on United Capital Financial Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.