CIAS
PPT

Capital Investment Advisory Services’s Franklin Premier Income Trust PPT Stock Holding History

Capital Investment Advisory Services’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
2019
Q4 		– Sell
-87
Closed – – 1075
2019
Q3 		$0 Buy
+87
New +$458 ﹤0.01% 1443

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWM
Arbor Wealth Management Miramar Beach, Florida $456M AUM 24.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Investment Advisory Services's PPT Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Franklin Premier Income Trust (PPT) in Q4 2019, closing a stake of 87 shares.

Capital Investment Advisory Services first reported a position in PPT in Q3 2019 and held it in 1 quarter. The position peaked at $0 in Q3 2019. 95 funds tracked by Wall St. Rank hold PPT as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Franklin Premier Income Trust position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 87 Franklin Premier Income Trust shares in Q4 2019.
  • Capital Investment Advisory Services first reported a position in Franklin Premier Income Trust in Q3 2019 and held it in 1 quarter.
  • Capital Investment Advisory Services's Franklin Premier Income Trust position peaked at $0 in Q3 2019.
  • 95 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.