Clear Creek Financial Management’s Franklin Limited Duration Income Trust FTF Stock Holding History

Clear Creek Financial Management’s Portfolio FTF Stock Details FTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-22,065	Closed	-$188K	–	140
2020 Q2	$188K	Buy	22,065 +352	+2%	+$2.87K	0.05%	227
2020 Q1	$171K	Sell	21,713 -704	-3%	-$6.32K	0.07%	154
2019 Q4	$218K	Sell	22,417 -6,098	-21%	-$57K	0.09%	123
2019 Q3	$264K	Sell	28,515 -3,733	-12%	-$35.6K	0.13%	96
2019 Q2	$313K	Buy	+32,248	New	+$311K	0.13%	86

Other funds holding FTF

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

FFG

Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return

Clear Creek Financial Management's FTF Position: Q3 2020 in Review

Clear Creek Financial Management sold out of Franklin Limited Duration Income Trust (FTF) in Q3 2020, closing a stake of 22,065 shares — an estimated $188K sold.

Clear Creek Financial Management first reported a position in FTF in Q2 2019 and held it in 5 quarters. The position peaked at $313K in Q2 2019. 50 funds tracked by Wall St. Rank hold FTF as of Q3 2020.

Clear Creek Financial Management reported no remaining Franklin Limited Duration Income Trust position as of Q3 2020 after selling out during the quarter.
Clear Creek Financial Management sold 22,065 Franklin Limited Duration Income Trust shares in Q3 2020, an estimated $188K.
Clear Creek Financial Management first reported a position in Franklin Limited Duration Income Trust in Q2 2019 and held it in 5 quarters.
Clear Creek Financial Management's Franklin Limited Duration Income Trust position peaked at $313K in Q2 2019.
50 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q3 2020.

Based on Clear Creek Financial Management's 13F filing for Q3 2020, filed 10 Nov 2020.