CFA
PPT

Capstone Financial Advisors’s Franklin Premier Income Trust PPT Stock Holding History

Capstone Financial Advisors’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
2015
Q3 		– Sell
-17,800
Closed -$91K – 95
2015
Q2 		$91K Buy
+17,800
New +$93.1K 0.04% 84

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

Capstone Financial Advisors's PPT Position: Q3 2015 in Review

Capstone Financial Advisors sold out of Franklin Premier Income Trust (PPT) in Q3 2015, closing a stake of 17,800 shares — an estimated $91K sold.

Capstone Financial Advisors first reported a position in PPT in Q2 2015 and held it in 1 quarter. The position peaked at $91K in Q2 2015. 80 funds tracked by Wall St. Rank hold PPT as of Q3 2015.

  • Capstone Financial Advisors reported no remaining Franklin Premier Income Trust position as of Q3 2015 after selling out during the quarter.
  • Capstone Financial Advisors sold 17,800 Franklin Premier Income Trust shares in Q3 2015, an estimated $91K.
  • Capstone Financial Advisors first reported a position in Franklin Premier Income Trust in Q2 2015 and held it in 1 quarter.
  • Capstone Financial Advisors's Franklin Premier Income Trust position peaked at $91K in Q2 2015.
  • 80 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q3 2015.

Based on Capstone Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.