WAM
FT

Wealthspire Advisors (Maryland)’s Franklin Universal Trust FT Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q4 		– Sell
-2,993
Closed -$20K – 2476
2018
Q3 		$20K Hold
2,993
– – ﹤0.01% 1305
2018
Q2 		$20K Hold
2,993
– – ﹤0.01% 1310
2018
Q1 		$20K Hold
2,993
– – ﹤0.01% 1297
2017
Q4 		$21K Hold
2,993
– – ﹤0.01% 1306
2017
Q3 		$22K Hold
2,993
– – ﹤0.01% 1271
2017
Q2 		$21K Buy
+2,993
New +$21.5K ﹤0.01% 1254

Other funds holding FT

FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FT Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Franklin Universal Trust (FT) in Q4 2018, closing a stake of 2,993 shares — an estimated $20K sold.

Wealthspire Advisors (Maryland) first reported a position in FT in Q2 2017 and held it in 6 quarters. The position peaked at $22K in Q3 2017. 48 funds tracked by Wall St. Rank hold FT as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Franklin Universal Trust position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,993 Franklin Universal Trust shares in Q4 2018, an estimated $20K.
  • Wealthspire Advisors (Maryland) first reported a position in Franklin Universal Trust in Q2 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Franklin Universal Trust position peaked at $22K in Q3 2017.
  • 48 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.