Anchor Investment Management’s Franklin Premier Income Trust PPT Stock Holding History

Anchor Investment Management’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	-1,540	Closed	-$7.16K	–	990
2020 Q4	$7.16K	Buy	+1,540	New	+$7.03K	﹤0.01%	708
2020 Q2	–	Sell	-1,000	Closed	-$4.54K	–	905
2020 Q1	$4.54K	Hold	1,000	–	–	﹤0.01%	694
2019 Q4	$5.43K	Hold	1,000	–	–	﹤0.01%	700
2019 Q3	$5.26K	Hold	1,000	–	–	﹤0.01%	694
2019 Q2	$5.13K	Hold	1,000	–	–	﹤0.01%	689
2019 Q1	$5.15K	Hold	1,000	–	–	﹤0.01%	682
2018 Q4	$4.69K	Hold	1,000	–	–	﹤0.01%	700
2018 Q3	$5.26K	Hold	1,000	–	–	﹤0.01%	721
2018 Q2	$5.23K	Hold	1,000	–	–	﹤0.01%	731
2018 Q1	$5.23K	Hold	1,000	–	–	﹤0.01%	703
2017 Q4	$5.33K	Hold	1,000	–	–	﹤0.01%	704
2017 Q3	$5.32K	Hold	1,000	–	–	﹤0.01%	686
2017 Q2	$5.43K	Hold	1,000	–	–	﹤0.01%	622
2017 Q1	$5.27K	Hold	1,000	–	–	﹤0.01%	618
2016 Q4	$4.97K	Hold	1,000	–	–	﹤0.01%	598
2016 Q3	$4.89K	Hold	1,000	–	–	﹤0.01%	582
2016 Q2	$4.7K	Hold	1,000	–	–	﹤0.01%	584
2016 Q1	$4.74K	Buy	+1,000	New	+$4.67K	﹤0.01%	561

Other funds holding PPT

SIA

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

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

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Anchor Investment Management's PPT Position: Q1 2021 in Review

Anchor Investment Management sold out of Franklin Premier Income Trust (PPT) in Q1 2021, closing a stake of 1,540 shares — an estimated $7.16K sold.

Anchor Investment Management first reported a position in PPT in Q1 2016 and held it in 18 quarters. The position peaked at $7.16K in Q4 2020. 104 funds tracked by Wall St. Rank hold PPT as of Q1 2021.

Anchor Investment Management reported no remaining Franklin Premier Income Trust position as of Q1 2021 after selling out during the quarter.
Anchor Investment Management sold 1,540 Franklin Premier Income Trust shares in Q1 2021, an estimated $7.16K.
Anchor Investment Management first reported a position in Franklin Premier Income Trust in Q1 2016 and held it in 18 quarters.
Anchor Investment Management's Franklin Premier Income Trust position peaked at $7.16K in Q4 2020.
104 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q1 2021.

Based on Anchor Investment Management's 13F filing for Q1 2021, filed 2 Jan 2024.