WFC
FT

Western Financial Corp’s Franklin Universal Trust FT Stock Holding History

Western Financial Corp’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
2021
Q3 		– Sell
-14,418
Closed -$119K – 92
2021
Q2 		$119K Hold
14,418
– – 0.06% 90
2021
Q1 		$108K Hold
14,418
– – 0.07% 83
2020
Q4 		$107K Buy
+14,418
New +$103K 0.07% 77

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Invesco
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Stifel Financial
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MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
SFS
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HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AAM
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Western Financial Corp's FT Position: Q3 2021 in Review

Western Financial Corp sold out of Franklin Universal Trust (FT) in Q3 2021, closing a stake of 14,418 shares — an estimated $119K sold.

Western Financial Corp first reported a position in FT in Q4 2020 and held it in 3 quarters. The position peaked at $119K in Q2 2021. 41 funds tracked by Wall St. Rank hold FT as of Q3 2021.

  • Western Financial Corp reported no remaining Franklin Universal Trust position as of Q3 2021 after selling out during the quarter.
  • Western Financial Corp sold 14,418 Franklin Universal Trust shares in Q3 2021, an estimated $119K.
  • Western Financial Corp first reported a position in Franklin Universal Trust in Q4 2020 and held it in 3 quarters.
  • Western Financial Corp's Franklin Universal Trust position peaked at $119K in Q2 2021.
  • 41 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q3 2021.

Based on Western Financial Corp's 13F filing for Q3 2021, filed 22 Oct 2021.