Advisornet Financial’s Franklin Premier Income Trust PPT Stock Holding History

Advisornet Financial’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
2022 Q1	–	Sell	-37,100	Closed	-$158K	–	2160
2021 Q4	$158K	Sell	37,100 -4,000	-10%	-$17.6K	0.01%	660
2021 Q3	$188K	Sell	41,100 -7,000	-15%	-$32.2K	0.01%	600
2021 Q2	$224K	Sell	48,100 -4,500	-9%	-$21.2K	0.01%	572
2021 Q1	$256K	Buy	52,600 +3,000	+6%	+$14.2K	0.02%	498
2020 Q4	$231K	Sell	49,600 -3,000	-6%	-$13.7K	0.02%	467
2020 Q3	$234K	Sell	52,600 -2,500	-5%	-$11.6K	0.02%	459
2020 Q2	$261K	Sell	55,100 -7,700	-12%	-$36.3K	0.02%	448
2020 Q1	$285K	Hold	62,800	–	–	0.03%	405
2019 Q4	$341K	Sell	62,800 -2,000	-3%	-$10.8K	0.03%	400
2019 Q3	$341K	Hold	64,800	–	–	0.03%	398
2019 Q2	$332K	Sell	64,800 -4,000	-6%	-$20.6K	0.04%	375
2019 Q1	$354K	Buy	68,800 +2,500	+4%	+$12.5K	0.04%	336
2018 Q4	$311K	Sell	66,300 -8,500	-11%	-$42K	0.04%	329
2018 Q3	$393K	Sell	74,800 -4,169	-5%	-$21.9K	0.05%	297
2018 Q2	$413K	Buy	78,969 +3,000	+4%	+$16K	0.06%	266
2018 Q1	$397K	Buy	75,969 +75,800	+44,852%	+$396K	0.05%	263
2017 Q4	$1K	Buy	+169	New	+$891	﹤0.01%	1227

Other funds holding PPT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

HWM

Howard Wealth Management Madison, Connecticut $238M AUM 14.72% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Advisornet Financial's PPT Position: Q1 2022 in Review

Advisornet Financial sold out of Franklin Premier Income Trust (PPT) in Q1 2022, closing a stake of 37,100 shares — an estimated $158K sold.

Advisornet Financial first reported a position in PPT in Q4 2017 and held it in 17 quarters. The position peaked at $413K in Q2 2018. 95 funds tracked by Wall St. Rank hold PPT as of Q1 2022.

Advisornet Financial reported no remaining Franklin Premier Income Trust position as of Q1 2022 after selling out during the quarter.
Advisornet Financial sold 37,100 Franklin Premier Income Trust shares in Q1 2022, an estimated $158K.
Advisornet Financial first reported a position in Franklin Premier Income Trust in Q4 2017 and held it in 17 quarters.
Advisornet Financial's Franklin Premier Income Trust position peaked at $413K in Q2 2018.
95 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q1 2022.

Based on Advisornet Financial's 13F filing for Q1 2022, filed 14 Apr 2022.