CA
PPT

Calton & Associates’s Franklin Premier Income Trust PPT Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-2,778
Closed -$14K – 1037
2017
Q4 		$14K Buy
+2,778
New +$14.6K ﹤0.01% 979

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Calton & Associates's PPT Position: Q1 2018 in Review

Calton & Associates sold out of Franklin Premier Income Trust (PPT) in Q1 2018, closing a stake of 2,778 shares — an estimated $14K sold.

Calton & Associates first reported a position in PPT in Q4 2017 and held it in 1 quarter. The position peaked at $14K in Q4 2017. 106 funds tracked by Wall St. Rank hold PPT as of Q1 2018.

  • Calton & Associates reported no remaining Franklin Premier Income Trust position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 2,778 Franklin Premier Income Trust shares in Q1 2018, an estimated $14K.
  • Calton & Associates first reported a position in Franklin Premier Income Trust in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Franklin Premier Income Trust position peaked at $14K in Q4 2017.
  • 106 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.