Birchcreek Wealth Management’s Franklin Premier Income Trust PPT Stock Holding History

Birchcreek Wealth 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
2023 Q1	–	Sell	-10,271	Closed	-$37.3K	–	138
2022 Q4	$37.3K	Hold	10,271	–	–	0.03%	121
2022 Q3	$37K	Hold	10,271	–	–	0.03%	117
2022 Q2	$39K	Hold	10,271	–	–	0.04%	114
2022 Q1	$41K	Hold	10,271	–	–	0.04%	111
2021 Q4	$44K	Hold	10,271	–	–	0.04%	119
2021 Q3	$47K	Hold	10,271	–	–	0.04%	117
2021 Q2	$48K	Hold	10,271	–	–	0.05%	120
2021 Q1	$50K	Hold	10,271	–	–	0.05%	109
2020 Q4	$47K	Buy	+10,271	New	+$46.9K	0.05%	227

Other funds holding PPT

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Birchcreek Wealth Management's PPT Position: Q1 2023 in Review

Birchcreek Wealth Management sold out of Franklin Premier Income Trust (PPT) in Q1 2023, closing a stake of 10,271 shares — an estimated $37.3K sold.

Birchcreek Wealth Management first reported a position in PPT in Q4 2020 and held it in 9 quarters. The position peaked at $50K in Q1 2021. 88 funds tracked by Wall St. Rank hold PPT as of Q1 2023.

Birchcreek Wealth Management reported no remaining Franklin Premier Income Trust position as of Q1 2023 after selling out during the quarter.
Birchcreek Wealth Management sold 10,271 Franklin Premier Income Trust shares in Q1 2023, an estimated $37.3K.
Birchcreek Wealth Management first reported a position in Franklin Premier Income Trust in Q4 2020 and held it in 9 quarters.
Birchcreek Wealth Management's Franklin Premier Income Trust position peaked at $50K in Q1 2021.
88 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q1 2023.

Based on Birchcreek Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.