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Cerro Pacific Wealth Advisors’s Franklin Premier Income Trust PPT Stock Holding History

Cerro Pacific Wealth 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
2021
Q4 		– Sell
-13,800
Closed -$63K – 125
2021
Q3 		$63K Hold
13,800
– – 0.05% 120
2021
Q2 		$64K Buy
+13,800
New +$65K 0.05% 116
2020
Q4 		$65K Buy
+14,017
New +$64K 0.04% 107

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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 $270M AUM 19.06% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Cerro Pacific Wealth Advisors's PPT Position: Q4 2021 in Review

Cerro Pacific Wealth Advisors sold out of Franklin Premier Income Trust (PPT) in Q4 2021, closing a stake of 13,800 shares — an estimated $63K sold.

Cerro Pacific Wealth Advisors first reported a position in PPT in Q4 2020 and held it in 3 quarters. The position peaked at $65K in Q4 2020. 100 funds tracked by Wall St. Rank hold PPT as of Q4 2021.

  • Cerro Pacific Wealth Advisors reported no remaining Franklin Premier Income Trust position as of Q4 2021 after selling out during the quarter.
  • Cerro Pacific Wealth Advisors sold 13,800 Franklin Premier Income Trust shares in Q4 2021, an estimated $63K.
  • Cerro Pacific Wealth Advisors first reported a position in Franklin Premier Income Trust in Q4 2020 and held it in 3 quarters.
  • Cerro Pacific Wealth Advisors's Franklin Premier Income Trust position peaked at $65K in Q4 2020.
  • 100 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2021.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.