CoreCap Advisors’s Franklin Premier Income Trust PPT Stock Holding History

CoreCap 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 Q2	–	Sell	-9,125	Closed	-$32.1K	–	2338
2024 Q1	$32.1K	Buy	+9,125	New	+$32.9K	﹤0.01%	1285
2022 Q4	$33.1K	Buy	+9,125	New	+$33.2K	﹤0.01%	1126
2022 Q3	–	Sell	-9,125	Closed	-$35K	–	1668
2022 Q2	$35K	Buy	+9,125	New	+$35.1K	﹤0.01%	1060
2022 Q1	–	Sell	-9,125	Closed	-$39K	–	1672
2021 Q4	$39K	Buy	+9,125	New	+$40.2K	﹤0.01%	1084

Other funds holding PPT

SIA

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

CoreCap Advisors's PPT Position: Q2 2024 in Review

CoreCap Advisors sold out of Franklin Premier Income Trust (PPT) in Q2 2024, closing a stake of 9,125 shares — an estimated $32.1K sold.

CoreCap Advisors first reported a position in PPT in Q4 2021 and held it in 4 quarters. The position peaked at $39K in Q4 2021. 84 funds tracked by Wall St. Rank hold PPT as of Q2 2024.

CoreCap Advisors reported no remaining Franklin Premier Income Trust position as of Q2 2024 after selling out during the quarter.
CoreCap Advisors sold 9,125 Franklin Premier Income Trust shares in Q2 2024, an estimated $32.1K.
CoreCap Advisors first reported a position in Franklin Premier Income Trust in Q4 2021 and held it in 4 quarters.
CoreCap Advisors's Franklin Premier Income Trust position peaked at $39K in Q4 2021.
84 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2024.

Based on CoreCap Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.