AAS
PPT

Avantax Advisory Services’s Franklin Premier Income Trust PPT Stock Holding History

Avantax Advisory 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
2020
Q4 		– Sell
-50,011
Closed -$222K – 1248
2020
Q3 		$222K Buy
+50,011
New +$232K ﹤0.01% 1178
2020
Q1 		– Sell
-102,911
Closed -$557K – 869
2019
Q4 		$557K Buy
+102,911
New +$553K 0.01% 441

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
AWM
Arbor Wealth Management Miramar Beach, Florida $456M AUM 24.5% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Advisory Services's PPT Position: Q4 2020 in Review

Avantax Advisory Services sold out of Franklin Premier Income Trust (PPT) in Q4 2020, closing a stake of 50,011 shares — an estimated $222K sold.

Avantax Advisory Services first reported a position in PPT in Q4 2019 and held it in 2 quarters. The position peaked at $557K in Q4 2019. 112 funds tracked by Wall St. Rank hold PPT as of Q4 2020.

  • Avantax Advisory Services reported no remaining Franklin Premier Income Trust position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 50,011 Franklin Premier Income Trust shares in Q4 2020, an estimated $222K.
  • Avantax Advisory Services first reported a position in Franklin Premier Income Trust in Q4 2019 and held it in 2 quarters.
  • Avantax Advisory Services's Franklin Premier Income Trust position peaked at $557K in Q4 2019.
  • 112 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.