WA
FT

WFG Advisors’s Franklin Universal Trust FT Stock Holding History

WFG Advisors’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
2014
Q3 		– Sell
-8,560
Closed -$64K – 2117
2014
Q2 		$64K Buy
8,560
+132
+2% +$978 0.01% 820
2014
Q1 		$61K Sell
8,428
-3,174
-27% -$22.5K 0.01% 828
2013
Q4 		$81K Buy
11,602
+891
+8% +$6.15K 0.01% 818
2013
Q3 		$73K Sell
10,711
-322
-3% -$2.22K 0.01% 796
2013
Q2 		$75K Buy
+11,033
New +$81.7K 0.01% 756

Other funds holding FT

FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WFG Advisors's FT Position: Q3 2014 in Review

WFG Advisors sold out of Franklin Universal Trust (FT) in Q3 2014, closing a stake of 8,560 shares — an estimated $64K sold.

WFG Advisors first reported a position in FT in Q2 2013 and held it in 5 quarters. The position peaked at $81K in Q4 2013. 34 funds tracked by Wall St. Rank hold FT as of Q3 2014.

  • WFG Advisors reported no remaining Franklin Universal Trust position as of Q3 2014 after selling out during the quarter.
  • WFG Advisors sold 8,560 Franklin Universal Trust shares in Q3 2014, an estimated $64K.
  • WFG Advisors first reported a position in Franklin Universal Trust in Q2 2013 and held it in 5 quarters.
  • WFG Advisors's Franklin Universal Trust position peaked at $81K in Q4 2013.
  • 34 funds tracked by Wall St. Rank held Franklin Universal Trust as of Q3 2014.

Based on WFG Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.