UCFA
FTF

United Capital Financial Advisors’s Franklin Limited Duration Income Trust FTF Stock Holding History

United Capital Financial Advisors’s Portfolio FTF Stock Details FTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-42,716
Closed -$526K – 1278
2015
Q1 		$526K Sell
42,716
-961
-2% -$11.7K 0.01% 880
2014
Q4 		$532K Sell
43,677
-6,367
-13% -$78.1K 0.01% 806
2014
Q3 		$620K Buy
50,044
+10,024
+25% +$128K 0.01% 727
2014
Q2 		$523K Buy
40,020
+27,015
+208% +$355K 0.01% 674
2014
Q1 		$170K Buy
+13,005
New +$170K ﹤0.01% 886

Other funds holding FTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

United Capital Financial Advisors's FTF Position: Q2 2015 in Review

United Capital Financial Advisors sold out of Franklin Limited Duration Income Trust (FTF) in Q2 2015, closing a stake of 42,716 shares — an estimated $526K sold.

United Capital Financial Advisors first reported a position in FTF in Q1 2014 and held it in 5 quarters. The position peaked at $620K in Q3 2014. 50 funds tracked by Wall St. Rank hold FTF as of Q2 2015.

  • United Capital Financial Advisors reported no remaining Franklin Limited Duration Income Trust position as of Q2 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 42,716 Franklin Limited Duration Income Trust shares in Q2 2015, an estimated $526K.
  • United Capital Financial Advisors first reported a position in Franklin Limited Duration Income Trust in Q1 2014 and held it in 5 quarters.
  • United Capital Financial Advisors's Franklin Limited Duration Income Trust position peaked at $620K in Q3 2014.
  • 50 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2015.

Based on United Capital Financial Advisors's 13F filing for Q2 2015, filed 11 Aug 2015.