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Curi RMB Capital’s Franklin Premier Income Trust PPT Stock Holding History

Curi RMB Capital’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
2020
Q4 		– Sell
-28,632
Closed -$127K – 632
2020
Q3 		$127K Buy
+28,632
New +$133K 0.01% 580

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AWMF
Arbor Wealth Management (Florida) Miramar Beach, Florida $456M AUM 24.5% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Curi RMB Capital's PPT Position: Q4 2020 in Review

Curi RMB Capital sold out of Franklin Premier Income Trust (PPT) in Q4 2020, closing a stake of 28,632 shares — an estimated $127K sold.

Curi RMB Capital first reported a position in PPT in Q3 2020 and held it in 1 quarter. The position peaked at $127K in Q3 2020. 112 funds tracked by Wall St. Rank hold PPT as of Q4 2020.

  • Curi RMB Capital reported no remaining Franklin Premier Income Trust position as of Q4 2020 after selling out during the quarter.
  • Curi RMB Capital sold 28,632 Franklin Premier Income Trust shares in Q4 2020, an estimated $127K.
  • Curi RMB Capital first reported a position in Franklin Premier Income Trust in Q3 2020 and held it in 1 quarter.
  • Curi RMB Capital's Franklin Premier Income Trust position peaked at $127K in Q3 2020.
  • 112 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2020.

Based on Curi RMB Capital's 13F filing for Q4 2020, filed 11 Feb 2021.