CWM
PPT

Concert Wealth Management’s Franklin Premier Income Trust PPT Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-37,318
Closed -$183K – 808
2016
Q3 		$183K Buy
37,318
+12,778
+52% +$61.6K 0.02% 664
2016
Q2 		$116K Buy
+24,540
New +$116K 0.02% 639

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Concert Wealth Management's PPT Position: Q4 2016 in Review

Concert Wealth Management sold out of Franklin Premier Income Trust (PPT) in Q4 2016, closing a stake of 37,318 shares — an estimated $183K sold.

Concert Wealth Management first reported a position in PPT in Q2 2016 and held it in 2 quarters. The position peaked at $183K in Q3 2016. 80 funds tracked by Wall St. Rank hold PPT as of Q4 2016.

  • Concert Wealth Management reported no remaining Franklin Premier Income Trust position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 37,318 Franklin Premier Income Trust shares in Q4 2016, an estimated $183K.
  • Concert Wealth Management first reported a position in Franklin Premier Income Trust in Q2 2016 and held it in 2 quarters.
  • Concert Wealth Management's Franklin Premier Income Trust position peaked at $183K in Q3 2016.
  • 80 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.