CS
FTF

Credit Suisse’s Franklin Limited Duration Income Trust FTF Stock Holding History

Credit Suisse’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
2014
Q4 		– Sell
-10,323
Closed -$128K – 4628
2014
Q3 		$128K Sell
10,323
-2,507
-20% -$32K ﹤0.01% 4265
2014
Q2 		$168K Buy
12,830
+1,174
+10% +$15.4K ﹤0.01% 4420
2014
Q1 		$152K Hold
11,656
– – ﹤0.01% 4433
2013
Q4 		$152K Buy
11,656
+2,122
+22% +$27.4K ﹤0.01% 4400
2013
Q3 		$124K Sell
9,534
-1,835
-16% -$23.5K ﹤0.01% 4081
2013
Q2 		$152K Buy
+11,369
New +$160K ﹤0.01% 3921

Other funds holding FTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Credit Suisse's FTF Position: Q4 2014 in Review

Credit Suisse sold out of Franklin Limited Duration Income Trust (FTF) in Q4 2014, closing a stake of 10,323 shares — an estimated $128K sold.

Credit Suisse first reported a position in FTF in Q2 2013 and held it in 6 quarters. The position peaked at $168K in Q2 2014. 53 funds tracked by Wall St. Rank hold FTF as of Q4 2014.

  • Credit Suisse reported no remaining Franklin Limited Duration Income Trust position as of Q4 2014 after selling out during the quarter.
  • Credit Suisse sold 10,323 Franklin Limited Duration Income Trust shares in Q4 2014, an estimated $128K.
  • Credit Suisse first reported a position in Franklin Limited Duration Income Trust in Q2 2013 and held it in 6 quarters.
  • Credit Suisse's Franklin Limited Duration Income Trust position peaked at $168K in Q2 2014.
  • 53 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q4 2014.

Based on Credit Suisse's 13F filing for Q4 2014, filed 13 Feb 2015.