BOPW
FTF

Brandywine Oak Private Wealth’s Franklin Limited Duration Income Trust FTF Stock Holding History

Brandywine Oak Private Wealth’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
2019
Q1 		– Sell
-1,960
Closed -$17K – 357
2018
Q4 		$17K Buy
+1,960
New +$18.4K ﹤0.01% 464

Other funds holding FTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Brandywine Oak Private Wealth's FTF Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Franklin Limited Duration Income Trust (FTF) in Q1 2019, closing a stake of 1,960 shares — an estimated $17K sold.

Brandywine Oak Private Wealth first reported a position in FTF in Q4 2018 and held it in 1 quarter. The position peaked at $17K in Q4 2018. 54 funds tracked by Wall St. Rank hold FTF as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Franklin Limited Duration Income Trust position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 1,960 Franklin Limited Duration Income Trust shares in Q1 2019, an estimated $17K.
  • Brandywine Oak Private Wealth first reported a position in Franklin Limited Duration Income Trust in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Franklin Limited Duration Income Trust position peaked at $17K in Q4 2018.
  • 54 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.