United Capital Financial Advisors’s Franklin Limited Duration Income Trust FTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-42,716
| Closed | -$526K | – | 1278 |
|
|
2015
Q1 | $526K | Sell |
42,716
-961
| -2% | -$11.8K | 0.01% | 880 |
|
|
2014
Q4 | $532K | Sell |
43,677
-6,367
| -13% | -$77.6K | 0.01% | 806 |
|
|
2014
Q3 | $620K | Buy |
50,044
+10,024
| +25% | +$124K | 0.01% | 727 |
|
|
2014
Q2 | $523K | Buy |
40,020
+27,015
| +208% | +$353K | 0.01% | 674 |
|
|
2014
Q1 | $170K | Buy |
+13,005
| New | +$170K | ﹤0.01% | 886 |
|