CFA
PPT

Cahill Financial Advisors’s Franklin Premier Income Trust PPT Stock Holding History

Cahill Financial Advisors’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
2022
Q4 		– Sell
-16,748
Closed -$60K – 229
2022
Q3 		$60K Sell
16,748
-14,234
-46% -$54.3K 0.01% 212
2022
Q2 		$118K Sell
30,982
-31,293
-50% -$121K 0.03% 205
2022
Q1 		$248K Sell
62,275
-1,646
-3% -$6.67K 0.05% 200
2021
Q4 		$273K Sell
63,921
-19,409
-23% -$85.6K 0.05% 199
2021
Q3 		$381K Buy
83,330
+105
+0.1% +$484 0.08% 171
2021
Q2 		$388K Buy
83,225
+101
+0.1% +$475 0.09% 160
2021
Q1 		$405K Sell
83,124
-619
-0.7% -$2.93K 0.1% 151
2020
Q4 		$389K Buy
83,743
+130
+0.2% +$593 0.1% 146
2020
Q3 		$372K Buy
83,613
+42
+0.1% +$195 0.13% 124
2020
Q2 		$397K Buy
83,571
+180
+0.2% +$848 0.15% 118
2020
Q1 		$379K Buy
83,391
+35
+0% +$180 0.18% 107
2019
Q4 		$453K Buy
83,356
+72
+0.1% +$387 0.16% 112
2019
Q3 		$439K Buy
83,284
+646
+0.8% +$3.4K 0.17% 111
2019
Q2 		$424K Buy
82,638
+12,718
+18% +$65.4K 0.17% 108
2019
Q1 		$361K Sell
69,920
-2,194
-3% -$10.9K 0.15% 116
2018
Q4 		$339K Sell
72,114
-2,053
-3% -$10.2K 0.17% 110
2018
Q3 		$391K Buy
74,167
+150
+0.2% +$787 0.17% 114
2018
Q2 		$388K Buy
74,017
+13,510
+22% +$72.2K 0.18% 114
2018
Q1 		$317K Buy
+60,507
New +$316K 0.15% 123

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Cahill Financial Advisors's PPT Position: Q4 2022 in Review

Cahill Financial Advisors sold out of Franklin Premier Income Trust (PPT) in Q4 2022, closing a stake of 16,748 shares — an estimated $60K sold.

Cahill Financial Advisors first reported a position in PPT in Q1 2018 and held it in 19 quarters. The position peaked at $453K in Q4 2019. 98 funds tracked by Wall St. Rank hold PPT as of Q4 2022.

  • Cahill Financial Advisors reported no remaining Franklin Premier Income Trust position as of Q4 2022 after selling out during the quarter.
  • Cahill Financial Advisors sold 16,748 Franklin Premier Income Trust shares in Q4 2022, an estimated $60K.
  • Cahill Financial Advisors first reported a position in Franklin Premier Income Trust in Q1 2018 and held it in 19 quarters.
  • Cahill Financial Advisors's Franklin Premier Income Trust position peaked at $453K in Q4 2019.
  • 98 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2022.

Based on Cahill Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.