AWG
PPT

Altus Wealth Group’s Franklin Premier Income Trust PPT Stock Holding History

Altus Wealth Group’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
Q1 		– Sell
-2,146
Closed -$10K – 630
2020
Q4 		$10K Buy
+2,146
New +$9.79K 0.01% 530

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $238M AUM 14.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Altus Wealth Group's PPT Position: Q1 2021 in Review

Altus Wealth Group sold out of Franklin Premier Income Trust (PPT) in Q1 2021, closing a stake of 2,146 shares — an estimated $10K sold.

Altus Wealth Group first reported a position in PPT in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 104 funds tracked by Wall St. Rank hold PPT as of Q1 2021.

  • Altus Wealth Group reported no remaining Franklin Premier Income Trust position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 2,146 Franklin Premier Income Trust shares in Q1 2021, an estimated $10K.
  • Altus Wealth Group first reported a position in Franklin Premier Income Trust in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Franklin Premier Income Trust position peaked at $10K in Q4 2020.
  • 104 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.