Franklin Unvl Tr (FT) Holder Bulldog Investors Increased Position; Integrys Wealth Advisors Increases Holding in Procter And Gamble Co (PG)

April 1, 2018 - By Marguerite Chambers

The Procter & Gamble Company (NYSE:PG) Logo

Integrys Wealth Advisors Llc increased its stake in Procter And Gamble Co (PG) by 31.23% based on its latest 2017Q4 regulatory filing with the SEC. Integrys Wealth Advisors Llc bought 4,612 shares as the company’s stock declined 15.56% with the market. The institutional investor held 19,378 shares of the package goods and cosmetics company at the end of 2017Q4, valued at $1.78 million, up from 14,766 at the end of the previous reported quarter. Integrys Wealth Advisors Llc who had been investing in Procter And Gamble Co for a number of months, seems to be bullish on the $199.87B market cap company. The stock increased 0.56% or $0.44 during the last trading session, reaching $79.28. About 10.04M shares traded. The Procter & Gamble Company (NYSE:PG) has declined 14.03% since April 1, 2017 and is downtrending. It has underperformed by 25.58% the S&P500.

Bulldog Investors Llc increased its stake in Franklin Unvl Tr (FT) by 78.37% based on its latest 2017Q4 regulatory filing with the SEC. Bulldog Investors Llc bought 189,990 shares as the company’s stock declined 5.59% with the market. The hedge fund held 432,408 shares of the company at the end of 2017Q4, valued at $3.10M, up from 242,418 at the end of the previous reported quarter. Bulldog Investors Llc who had been investing in Franklin Unvl Tr for a number of months, seems to be bullish on the $169.89M market cap company. The stock increased 0.90% or $0.06 during the last trading session, reaching $6.76. About 71,184 shares traded or 33.68% up from the average. Franklin Universal Trust (NYSE:FT) has declined 3.71% since April 1, 2017 and is downtrending. It has underperformed by 15.26% the S&P500.

Investors sentiment increased to 1.6 in 2017 Q4. Its up 0.52, from 1.08 in 2017Q3. It improved, as 3 investors sold FT shares while 7 reduced holdings. 8 funds opened positions while 8 raised stakes. 3.76 million shares or 0.88% more from 3.73 million shares in 2017Q3 were reported. Invesco Limited holds 24,029 shares. Stonehearth Mgmt Lc has 0.01% invested in Franklin Universal Trust (NYSE:FT). Css Limited Il holds 0.01% of its portfolio in Franklin Universal Trust (NYSE:FT) for 15,224 shares. Koshinski Asset Incorporated reported 0.53% in Franklin Universal Trust (NYSE:FT). The Colorado-based Cetera Ltd Liability Com has invested 0.01% in Franklin Universal Trust (NYSE:FT). Janney Montgomery Scott Lc has invested 0% of its portfolio in Franklin Universal Trust (NYSE:FT). Saba Cap Management LP stated it has 10,145 shares. Stifel owns 86,688 shares. Landscape Cap Management Limited Liability Com has 22,912 shares for 0.01% of their portfolio. Stratos Wealth Prns holds 0.01% of its portfolio in Franklin Universal Trust (NYSE:FT) for 25,400 shares. Moreover, Cambridge Rech Advsr has 0% invested in Franklin Universal Trust (NYSE:FT). Pnc Financial Services Gp invested in 0% or 28,697 shares. Bank & Trust Of America Corporation De owns 23,297 shares for 0% of their portfolio. Cetera Advisor Netwr has invested 0.01% in Franklin Universal Trust (NYSE:FT). Royal Natl Bank Of Canada has invested 0% of its portfolio in Franklin Universal Trust (NYSE:FT).

Bulldog Investors Llc, which manages about $594.55M and $368.29 million US Long portfolio, decreased its stake in Alpine Global Premier Pptys (AWP) by 103,192 shares to 123,487 shares, valued at $832,000 in 2017Q4, according to the filing. It also reduced its holding in Invesco Pa Value Mun Income Tr (VPV) by 116,755 shares in the quarter, leaving it with 65,566 shares, and cut its stake in Royce Value Trust (NYSE:RVT).

Integrys Wealth Advisors Llc, which manages about $376.47 million and $205.92M US Long portfolio, decreased its stake in Cme Group Inc (NASDAQ:CME) by 3,000 shares to 6,125 shares, valued at $895,000 in 2017Q4, according to the filing.

Investors sentiment increased to 0.89 in Q4 2017. Its up 0.07, from 0.82 in 2017Q3. It improved, as 64 investors sold PG shares while 740 reduced holdings. 118 funds opened positions while 594 raised stakes. 1.47 billion shares or 1.61% less from 1.50 billion shares in 2017Q3 were reported. Cullinan Inc, a Kentucky-based fund reported 215,119 shares. Randolph Co stated it has 5.25% in The Procter & Gamble Company (NYSE:PG). Tiemann Investment Advsrs Limited Liability Company, a California-based fund reported 4,320 shares. Mufg Americas Holdings Corp holds 1.49% of its portfolio in The Procter & Gamble Company (NYSE:PG) for 544,649 shares. Cornerstone Capital Incorporated invested 0.19% of its portfolio in The Procter & Gamble Company (NYSE:PG). Edgewood Mgmt Ltd Company holds 0% or 2,433 shares in its portfolio. Kelly Lawrence W & Ca reported 39,155 shares or 0.66% of all its holdings. Smithfield reported 94,602 shares. Union Commercial Bank Corp reported 65,056 shares. The Vermont-based Prentiss Smith And Inc has invested 1.54% in The Procter & Gamble Company (NYSE:PG). Essex Invest Management Commerce Ltd Liability invested 0.29% of its portfolio in The Procter & Gamble Company (NYSE:PG). S&T National Bank & Trust Pa has 0.09% invested in The Procter & Gamble Company (NYSE:PG) for 5,492 shares. Vantage Inv Prns Ltd accumulated 11,345 shares. Matrix Asset Advsrs Incorporated holds 3.1% of its portfolio in The Procter & Gamble Company (NYSE:PG) for 212,330 shares. Weik reported 0.64% stake.

The Procter & Gamble Company (NYSE:PG) Institutional Positions Chart

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