CWM
FTF

Concert Wealth Management’s Franklin Limited Duration Income Trust FTF Stock Holding History

Concert Wealth 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
2016
Q3 		– Sell
-21,633
Closed -$251K – 1018
2016
Q2 		$251K Buy
21,633
+11,479
+113% +$132K 0.03% 528
2016
Q1 		$114K Buy
+10,154
New +$109K 0.02% 640

Other funds holding FTF

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Concert Wealth Management's FTF Position: Q3 2016 in Review

Concert Wealth Management sold out of Franklin Limited Duration Income Trust (FTF) in Q3 2016, closing a stake of 21,633 shares — an estimated $251K sold.

Concert Wealth Management first reported a position in FTF in Q1 2016 and held it in 2 quarters. The position peaked at $251K in Q2 2016. 47 funds tracked by Wall St. Rank hold FTF as of Q3 2016.

  • Concert Wealth Management reported no remaining Franklin Limited Duration Income Trust position as of Q3 2016 after selling out during the quarter.
  • Concert Wealth Management sold 21,633 Franklin Limited Duration Income Trust shares in Q3 2016, an estimated $251K.
  • Concert Wealth Management first reported a position in Franklin Limited Duration Income Trust in Q1 2016 and held it in 2 quarters.
  • Concert Wealth Management's Franklin Limited Duration Income Trust position peaked at $251K in Q2 2016.
  • 47 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q3 2016.

Based on Concert Wealth Management's 13F filing for Q3 2016, filed 27 Oct 2016.