BF
PPT

BOK Financial’s Franklin Premier Income Trust PPT Stock Holding History

BOK Financial’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
2019
Q4 		– Sell
-35,260
Closed -$185K – 947
2019
Q3 		$185K Hold
35,260
– – ﹤0.01% 862
2019
Q2 		$181K Sell
35,260
-4,100
-10% -$21.1K ﹤0.01% 869
2019
Q1 		$203K Hold
39,360
– – ﹤0.01% 861
2018
Q4 		$185K Hold
39,360
– – 0.01% 833
2018
Q3 		$207K Hold
39,360
– – 0.01% 870
2018
Q2 		$206K Buy
39,360
+550
+1% +$2.94K 0.01% 866
2018
Q1 		$203K Buy
38,810
+2,500
+7% +$13.1K 0.01% 856
2017
Q4 		$194K Buy
+36,310
New +$191K 0.01% 872

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWM
Arbor Wealth Management Miramar Beach, Florida $456M AUM 24.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BOK Financial's PPT Position: Q4 2019 in Review

BOK Financial sold out of Franklin Premier Income Trust (PPT) in Q4 2019, closing a stake of 35,260 shares — an estimated $185K sold.

BOK Financial first reported a position in PPT in Q4 2017 and held it in 8 quarters. The position peaked at $207K in Q3 2018. 95 funds tracked by Wall St. Rank hold PPT as of Q4 2019.

  • BOK Financial reported no remaining Franklin Premier Income Trust position as of Q4 2019 after selling out during the quarter.
  • BOK Financial sold 35,260 Franklin Premier Income Trust shares in Q4 2019, an estimated $185K.
  • BOK Financial first reported a position in Franklin Premier Income Trust in Q4 2017 and held it in 8 quarters.
  • BOK Financial's Franklin Premier Income Trust position peaked at $207K in Q3 2018.
  • 95 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2019.

Based on BOK Financial's 13F filing for Q4 2019, filed 12 Feb 2020.