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Wealthspire Advisors (Maryland)’s Franklin Electric FELE Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio FELE Stock Details FELE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-327
Closed -$17K – 982
2019
Q1 		$17K Sell
327
-88
-21% -$4.34K ﹤0.01% 1338
2018
Q4 		$18K Sell
415
-545
-57% -$23.6K ﹤0.01% 1241
2018
Q3 		$45K Sell
960
-404
-30% -$19.4K ﹤0.01% 1009
2018
Q2 		$62K Sell
1,364
-24
-2% -$1.07K 0.01% 900
2018
Q1 		$57K Sell
1,388
-185
-12% -$7.95K 0.01% 927
2017
Q4 		$72K Sell
1,573
-355
-18% -$16K 0.01% 853
2017
Q3 		$86K Buy
1,928
+111
+6% +$4.51K 0.01% 771
2017
Q2 		$75K Buy
1,817
+369
+25% +$14.8K 0.01% 804
2017
Q1 		$62K Buy
1,448
+121
+9% +$4.94K 0.01% 748
2016
Q4 		$52K Sell
1,327
-776
-37% -$30.5K 0.01% 756
2016
Q3 		$86K Hold
2,103
– – 0.01% 618
2016
Q2 		$70K Buy
2,103
+917
+77% +$29.9K 0.01% 635
2016
Q1 		$38K Buy
1,186
+117
+11% +$3.32K 0.01% 775
2015
Q4 		$29K Buy
+1,069
New +$32.3K 0.01% 848

Other funds holding FELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FELE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Franklin Electric (FELE) in Q2 2019, closing a stake of 327 shares — an estimated $17K sold.

Wealthspire Advisors (Maryland) first reported a position in FELE in Q4 2015 and held it in 14 quarters. The position peaked at $86K in Q3 2017. 196 funds tracked by Wall St. Rank hold FELE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Franklin Electric position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 327 Franklin Electric shares in Q2 2019, an estimated $17K.
  • Wealthspire Advisors (Maryland) first reported a position in Franklin Electric in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Franklin Electric position peaked at $86K in Q3 2017.
  • 196 funds tracked by Wall St. Rank held Franklin Electric as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.