CP
PPT

Cumberland Partners’s Franklin Premier Income Trust PPT Stock Holding History

Cumberland Partners’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
2019
Q1 		– Sell
-10,000
Closed -$47K – 176
2018
Q4 		$47K Buy
+10,000
New +$49.4K 0.01% 163

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Cumberland Partners's PPT Position: Q1 2019 in Review

Cumberland Partners sold out of Franklin Premier Income Trust (PPT) in Q1 2019, closing a stake of 10,000 shares — an estimated $47K sold.

Cumberland Partners first reported a position in PPT in Q4 2018 and held it in 1 quarter. The position peaked at $47K in Q4 2018. 95 funds tracked by Wall St. Rank hold PPT as of Q1 2019.

  • Cumberland Partners reported no remaining Franklin Premier Income Trust position as of Q1 2019 after selling out during the quarter.
  • Cumberland Partners sold 10,000 Franklin Premier Income Trust shares in Q1 2019, an estimated $47K.
  • Cumberland Partners first reported a position in Franklin Premier Income Trust in Q4 2018 and held it in 1 quarter.
  • Cumberland Partners's Franklin Premier Income Trust position peaked at $47K in Q4 2018.
  • 95 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q1 2019.

Based on Cumberland Partners's 13F filing for Q1 2019, filed 15 May 2019.