Blue Bell Private Wealth Management’s Franklin Limited Duration Income Trust FTF Stock Holding History

Blue Bell Private Wealth Management’s Portfolio FTF Stock Details FTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,000	Closed	-$12.5K	–	722
2024 Q1	$12.5K	Buy	+2,000	New	+$12.6K	﹤0.01%	500

Other funds holding FTF

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1CP

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

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Blue Bell Private Wealth Management's FTF Position: Q2 2024 in Review

Blue Bell Private Wealth Management sold out of Franklin Limited Duration Income Trust (FTF) in Q2 2024, closing a stake of 2,000 shares — an estimated $12.5K sold.

Blue Bell Private Wealth Management first reported a position in FTF in Q1 2024 and held it in 1 quarter. The position peaked at $12.5K in Q1 2024. 79 funds tracked by Wall St. Rank hold FTF as of Q2 2024.

Blue Bell Private Wealth Management reported no remaining Franklin Limited Duration Income Trust position as of Q2 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 2,000 Franklin Limited Duration Income Trust shares in Q2 2024, an estimated $12.5K.
Blue Bell Private Wealth Management first reported a position in Franklin Limited Duration Income Trust in Q1 2024 and held it in 1 quarter.
Blue Bell Private Wealth Management's Franklin Limited Duration Income Trust position peaked at $12.5K in Q1 2024.
79 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.