Cypress Wealth Services’s Franklin Premier Income Trust PPT Stock Holding History

Cypress Wealth Services’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
2021 Q2	–	Sell	-15,000	Closed	-$73K	–	301
2021 Q1	$73K	Hold	15,000	–	–	0.02%	291
2020 Q4	$70K	Buy	+15,000	New	+$68.5K	0.02%	284
2020 Q3	–	Sell	-15,000	Closed	-$69.6K	–	438
2020 Q2	$71K	Hold	15,000	–	–	0.02%	268
2020 Q1	$68K	Hold	15,000	–	–	0.02%	239
2019 Q4	$81K	Hold	15,000	–	–	0.02%	254
2019 Q3	$79K	Hold	15,000	–	–	0.02%	250
2019 Q2	$77K	Hold	15,000	–	–	0.02%	258
2019 Q1	$77K	Hold	15,000	–	–	0.02%	257
2018 Q4	$70K	Hold	15,000	–	–	0.03%	219
2018 Q3	$79K	Hold	15,000	–	–	0.03%	225
2018 Q2	$78K	Hold	15,000	–	–	0.03%	221
2018 Q1	$78K	Hold	15,000	–	–	0.03%	193
2017 Q4	$80K	Buy	+15,000	New	+$79.1K	0.03%	201

Other funds holding PPT

SIA

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

HWM

Howard Wealth Management Madison, Connecticut $238M AUM 14.72% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cypress Wealth Services's PPT Position: Q2 2021 in Review

Cypress Wealth Services sold out of Franklin Premier Income Trust (PPT) in Q2 2021, closing a stake of 15,000 shares — an estimated $73K sold.

Cypress Wealth Services first reported a position in PPT in Q4 2017 and held it in 13 quarters. The position peaked at $81K in Q4 2019. 105 funds tracked by Wall St. Rank hold PPT as of Q2 2021.

Cypress Wealth Services reported no remaining Franklin Premier Income Trust position as of Q2 2021 after selling out during the quarter.
Cypress Wealth Services sold 15,000 Franklin Premier Income Trust shares in Q2 2021, an estimated $73K.
Cypress Wealth Services first reported a position in Franklin Premier Income Trust in Q4 2017 and held it in 13 quarters.
Cypress Wealth Services's Franklin Premier Income Trust position peaked at $81K in Q4 2019.
105 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2021.

Based on Cypress Wealth Services's 13F filing for Q2 2021, filed 14 Jul 2021.