BBPWM
FTF

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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

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.