CWP
PPT

Capital Wealth Planning’s Franklin Premier Income Trust PPT Stock Holding History

Capital Wealth Planning’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
2020
Q2 		– Sell
-105,920
Closed -$481K – 171
2020
Q1 		$481K Buy
+105,920
New +$544K 0.03% 128
2019
Q4 		– Sell
-10,300
Closed -$55K – 231
2019
Q3 		$55K Buy
+10,300
New +$54.2K ﹤0.01% 256

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $238M AUM 14.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Capital Wealth Planning's PPT Position: Q2 2020 in Review

Capital Wealth Planning sold out of Franklin Premier Income Trust (PPT) in Q2 2020, closing a stake of 105,920 shares — an estimated $481K sold.

Capital Wealth Planning first reported a position in PPT in Q3 2019 and held it in 2 quarters. The position peaked at $481K in Q1 2020. 91 funds tracked by Wall St. Rank hold PPT as of Q2 2020.

  • Capital Wealth Planning reported no remaining Franklin Premier Income Trust position as of Q2 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 105,920 Franklin Premier Income Trust shares in Q2 2020, an estimated $481K.
  • Capital Wealth Planning first reported a position in Franklin Premier Income Trust in Q3 2019 and held it in 2 quarters.
  • Capital Wealth Planning's Franklin Premier Income Trust position peaked at $481K in Q1 2020.
  • 91 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.