APP
PPT

Avantax Planning Partners’s Franklin Premier Income Trust PPT Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-707
Closed -$4K – 1154
2018
Q1 		$4K Buy
+707
New +$3.69K ﹤0.01% 1436

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Avantax Planning Partners's PPT Position: Q2 2018 in Review

Avantax Planning Partners sold out of Franklin Premier Income Trust (PPT) in Q2 2018, closing a stake of 707 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in PPT in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 99 funds tracked by Wall St. Rank hold PPT as of Q2 2018.

  • Avantax Planning Partners reported no remaining Franklin Premier Income Trust position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 707 Franklin Premier Income Trust shares in Q2 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Franklin Premier Income Trust in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Franklin Premier Income Trust position peaked at $4K in Q1 2018.
  • 99 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.