CIA
PPT

Concurrent Investment Advisors’s Franklin Premier Income Trust PPT Stock Holding History

Concurrent Investment 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
2024
Q1 		– Sell
-40,743
Closed -$145K – 978
2023
Q4 		$145K Buy
+40,743
New +$140K 0.01% 802

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Concurrent Investment Advisors's PPT Position: Q1 2024 in Review

Concurrent Investment Advisors sold out of Franklin Premier Income Trust (PPT) in Q1 2024, closing a stake of 40,743 shares — an estimated $145K sold.

Concurrent Investment Advisors first reported a position in PPT in Q4 2023 and held it in 1 quarter. The position peaked at $145K in Q4 2023. 84 funds tracked by Wall St. Rank hold PPT as of Q1 2024.

  • Concurrent Investment Advisors reported no remaining Franklin Premier Income Trust position as of Q1 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 40,743 Franklin Premier Income Trust shares in Q1 2024, an estimated $145K.
  • Concurrent Investment Advisors first reported a position in Franklin Premier Income Trust in Q4 2023 and held it in 1 quarter.
  • Concurrent Investment Advisors's Franklin Premier Income Trust position peaked at $145K in Q4 2023.
  • 84 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q1 2024.

Based on Concurrent Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.