Certified Advisory Corp’s Franklin Premier Income Trust PPT Stock Holding History

Certified Advisory Corp’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	-4,126	Closed	-$22K	–	836
2019 Q3	$22K	Hold	4,126	–	–	0.01%	472
2019 Q2	$21K	Hold	4,126	–	–	0.01%	480
2019 Q1	$21K	Hold	4,126	–	–	0.01%	442
2018 Q4	$19K	Hold	4,126	–	–	0.01%	443
2018 Q3	$22K	Hold	4,126	–	–	0.01%	438
2018 Q2	$22K	Hold	4,126	–	–	0.01%	417
2018 Q1	$21K	Hold	4,126	–	–	0.01%	406
2017 Q4	$21K	Buy	+4,126	New	+$21.8K	0.02%	365

Other funds holding PPT

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AWMF

Arbor Wealth Management (Florida) Miramar Beach, Florida $456M AUM 24.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Certified Advisory Corp's PPT Position: Q4 2019 in Review

Certified Advisory Corp sold out of Franklin Premier Income Trust (PPT) in Q4 2019, closing a stake of 4,126 shares — an estimated $22K sold.

Certified Advisory Corp first reported a position in PPT in Q4 2017 and held it in 8 quarters. The position peaked at $22K in Q3 2019. 95 funds tracked by Wall St. Rank hold PPT as of Q4 2019.

Certified Advisory Corp reported no remaining Franklin Premier Income Trust position as of Q4 2019 after selling out during the quarter.
Certified Advisory Corp sold 4,126 Franklin Premier Income Trust shares in Q4 2019, an estimated $22K.
Certified Advisory Corp first reported a position in Franklin Premier Income Trust in Q4 2017 and held it in 8 quarters.
Certified Advisory Corp's Franklin Premier Income Trust position peaked at $22K in Q3 2019.
95 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2019.

Based on Certified Advisory Corp's 13F filing for Q4 2019, filed 29 Jan 2020.