AP
PPT

Advisors Preferred’s Franklin Premier Income Trust PPT Stock Holding History

Advisors Preferred’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
2014
Q3 		– Sell
-32,090
Closed -$178K – 338
2014
Q2 		$178K Sell
32,090
-5,766
-15% -$31.9K 0.09% 82
2014
Q1 		$209K Buy
37,856
+21,868
+137% +$120K 0.1% 142
2013
Q4 		$86K Buy
+15,988
New +$86K 0.05% 162

Other funds holding PPT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Advisors Preferred's PPT Position: Q3 2014 in Review

Advisors Preferred sold out of Franklin Premier Income Trust (PPT) in Q3 2014, closing a stake of 32,090 shares — an estimated $178K sold.

Advisors Preferred first reported a position in PPT in Q4 2013 and held it in 3 quarters. The position peaked at $209K in Q1 2014. 79 funds tracked by Wall St. Rank hold PPT as of Q3 2014.

  • Advisors Preferred reported no remaining Franklin Premier Income Trust position as of Q3 2014 after selling out during the quarter.
  • Advisors Preferred sold 32,090 Franklin Premier Income Trust shares in Q3 2014, an estimated $178K.
  • Advisors Preferred first reported a position in Franklin Premier Income Trust in Q4 2013 and held it in 3 quarters.
  • Advisors Preferred's Franklin Premier Income Trust position peaked at $209K in Q1 2014.
  • 79 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q3 2014.

Based on Advisors Preferred's 13F filing for Q3 2014, filed 12 Nov 2014.