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Camelot Portfolios’s Franklin Limited Duration Income Trust FTF Stock Holding History

Camelot Portfolios’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
Q3 		– Sell
-2,000
Closed -$12.7K – 300
2024
Q2 		$12.7K Buy
+2,000
New +$12.6K 0.01% 396

Other funds holding FTF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Camelot Portfolios's FTF Position: Q3 2024 in Review

Camelot Portfolios sold out of Franklin Limited Duration Income Trust (FTF) in Q3 2024, closing a stake of 2,000 shares — an estimated $12.7K sold.

Camelot Portfolios first reported a position in FTF in Q2 2024 and held it in 1 quarter. The position peaked at $12.7K in Q2 2024. 78 funds tracked by Wall St. Rank hold FTF as of Q3 2024.

  • Camelot Portfolios reported no remaining Franklin Limited Duration Income Trust position as of Q3 2024 after selling out during the quarter.
  • Camelot Portfolios sold 2,000 Franklin Limited Duration Income Trust shares in Q3 2024, an estimated $12.7K.
  • Camelot Portfolios first reported a position in Franklin Limited Duration Income Trust in Q2 2024 and held it in 1 quarter.
  • Camelot Portfolios's Franklin Limited Duration Income Trust position peaked at $12.7K in Q2 2024.
  • 78 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q3 2024.

Based on Camelot Portfolios's 13F filing for Q3 2024, filed 12 Nov 2024.