CWS
PPT

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
2020
Q4 		– Sell
-15,000
Closed -$67K – 451
2020
Q3 		$67K Buy
+15,000
New +$69.6K 0.02% 261

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
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.