Access Financial Services
PPT icon

Access Financial Services’s Franklin Premier Income Trust PPT Stock Holding History

Access Financial Services’s Portfolio PPT Stock Details PPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-126,037
Closed -$587K – 117
2021
Q2 		$587K Sell
126,037
-178,792
-59% -$842K 0.27% 85
2021
Q1 		$1.48M Buy
304,829
+52,109
+21% +$247K 0.7% 52
2020
Q4 		$1.18M Buy
+252,720
New +$1.15M 0.58% 50

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Access Financial Services's PPT Position: Q3 2021 in Review

Access Financial Services sold out of Franklin Premier Income Trust (PPT) in Q3 2021, closing a stake of 126,037 shares — an estimated $587K sold.

Access Financial Services first reported a position in PPT in Q4 2020 and held it in 3 quarters. The position peaked at $1.48M in Q1 2021. 100 funds tracked by Wall St. Rank hold PPT as of Q3 2021.

  • Access Financial Services reported no remaining Franklin Premier Income Trust position as of Q3 2021 after selling out during the quarter.
  • Access Financial Services sold 126,037 Franklin Premier Income Trust shares in Q3 2021, an estimated $587K.
  • Access Financial Services first reported a position in Franklin Premier Income Trust in Q4 2020 and held it in 3 quarters.
  • Access Financial Services's Franklin Premier Income Trust position peaked at $1.48M in Q1 2021.
  • 100 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q3 2021.

Based on Access Financial Services's 13F filing for Q3 2021, filed 28 Oct 2021.