CIAS
FTF

Capital Investment Advisory Services’s Franklin Limited Duration Income Trust FTF Stock Holding History

Capital Investment Advisory Services’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
Q2 		– Sell
-2,162
Closed -$21K – 1415
2019
Q1 		$21K Hold
2,162
– – 0.01% 665
2018
Q4 		$20K Buy
+2,162
New +$20.3K 0.01% 640

Other funds holding FTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Capital Investment Advisory Services's FTF Position: Q2 2019 in Review

Capital Investment Advisory Services sold out of Franklin Limited Duration Income Trust (FTF) in Q2 2019, closing a stake of 2,162 shares — an estimated $21K sold.

Capital Investment Advisory Services first reported a position in FTF in Q4 2018 and held it in 2 quarters. The position peaked at $21K in Q1 2019. 51 funds tracked by Wall St. Rank hold FTF as of Q2 2019.

  • Capital Investment Advisory Services reported no remaining Franklin Limited Duration Income Trust position as of Q2 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 2,162 Franklin Limited Duration Income Trust shares in Q2 2019, an estimated $21K.
  • Capital Investment Advisory Services first reported a position in Franklin Limited Duration Income Trust in Q4 2018 and held it in 2 quarters.
  • Capital Investment Advisory Services's Franklin Limited Duration Income Trust position peaked at $21K in Q1 2019.
  • 51 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2019.

Based on Capital Investment Advisory Services's 13F filing for Q2 2019, filed 8 Aug 2019.