AC
PPT

Avestar Capital’s Franklin Premier Income Trust PPT Stock Holding History

Avestar Capital’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
-18,000
Closed -$79K – 277
2020
Q3 		$79K Hold
18,000
– – 0.03% 223
2020
Q2 		$86K Hold
18,000
– – 0.04% 179
2020
Q1 		$82K Buy
18,000
+8,000
+80% +$41.1K 0.04% 154
2019
Q4 		$54K Hold
10,000
– – 0.03% 161
2019
Q3 		$53K Buy
+10,000
New +$52.6K 0.03% 160

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 $238M AUM 14.72% 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

Avestar Capital's PPT Position: Q4 2020 in Review

Avestar Capital sold out of Franklin Premier Income Trust (PPT) in Q4 2020, closing a stake of 18,000 shares — an estimated $79K sold.

Avestar Capital first reported a position in PPT in Q3 2019 and held it in 5 quarters. The position peaked at $86K in Q2 2020. 112 funds tracked by Wall St. Rank hold PPT as of Q4 2020.

  • Avestar Capital reported no remaining Franklin Premier Income Trust position as of Q4 2020 after selling out during the quarter.
  • Avestar Capital sold 18,000 Franklin Premier Income Trust shares in Q4 2020, an estimated $79K.
  • Avestar Capital first reported a position in Franklin Premier Income Trust in Q3 2019 and held it in 5 quarters.
  • Avestar Capital's Franklin Premier Income Trust position peaked at $86K in Q2 2020.
  • 112 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2020.

Based on Avestar Capital's 13F filing for Q4 2020, filed 1 Feb 2021.