BRWA
PPT

B. Riley Wealth Advisors’s Franklin Premier Income Trust PPT Stock Holding History

B. Riley Wealth Advisors’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
2023
Q3 		– Sell
-12,500
Closed -$44.3K – 1602
2023
Q2 		$44.3K Sell
12,500
-1,210
-9% -$4.31K ﹤0.01% 1488
2023
Q1 		$49.1K Buy
13,710
+25
+0.2% +$93 ﹤0.01% 1439
2022
Q4 		$50K Buy
13,685
+1,094
+9% +$3.98K ﹤0.01% 1411
2022
Q3 		$46K Buy
+12,591
New +$48K ﹤0.01% 1385
2020
Q1 		– Sell
-71,538
Closed -$389K – 872
2019
Q4 		$389K Buy
71,538
+13,613
+24% +$73.2K 0.03% 508
2019
Q3 		$305K Sell
57,925
-10,681
-16% -$56.2K 0.03% 590
2019
Q2 		$352K Buy
+68,606
New +$353K 0.04% 502
2018
Q3 		– Sell
-34,495
Closed -$180K – 741
2018
Q2 		$180K Sell
34,495
-11,600
-25% -$62K 0.02% 619
2018
Q1 		$242K Sell
46,095
-2,877
-6% -$15K 0.03% 521
2017
Q4 		$261K Buy
48,972
+10,529
+27% +$55.5K 0.04% 498
2017
Q3 		$205K Buy
+38,443
New +$207K 0.03% 489
2015
Q1 		– Sell
-4,047
Closed -$21 – 1621
2014
Q4 		$21 Buy
+4,047
New +$21.8K ﹤0.01% 2526
2014
Q3 		– Sell
-3,942
Closed -$21.9K – 1573
2014
Q2 		$21.9K Buy
+3,942
New +$21.8K 0.01% 1424

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

B. Riley Wealth Advisors's PPT Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Franklin Premier Income Trust (PPT) in Q3 2023, closing a stake of 12,500 shares — an estimated $44.3K sold.

B. Riley Wealth Advisors first reported a position in PPT in Q2 2014 and held it in 13 quarters. The position peaked at $389K in Q4 2019. 88 funds tracked by Wall St. Rank hold PPT as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Franklin Premier Income Trust position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12,500 Franklin Premier Income Trust shares in Q3 2023, an estimated $44.3K.
  • B. Riley Wealth Advisors first reported a position in Franklin Premier Income Trust in Q2 2014 and held it in 13 quarters.
  • B. Riley Wealth Advisors's Franklin Premier Income Trust position peaked at $389K in Q4 2019.
  • 88 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.