DOA
PPT

D'Orazio & Associates’s Franklin Premier Income Trust PPT Stock Holding History

D'Orazio & Associates’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
Q4 		– Sell
-5,829
Closed -$31K – 356
2019
Q3 		$31K Buy
+5,829
New +$30.7K 0.01% 176

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWM
Arbor Wealth Management Miramar Beach, Florida $456M AUM 24.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

D'Orazio & Associates's PPT Position: Q4 2019 in Review

D'Orazio & Associates sold out of Franklin Premier Income Trust (PPT) in Q4 2019, closing a stake of 5,829 shares — an estimated $31K sold.

D'Orazio & Associates first reported a position in PPT in Q3 2019 and held it in 1 quarter. The position peaked at $31K in Q3 2019. 95 funds tracked by Wall St. Rank hold PPT as of Q4 2019.

  • D'Orazio & Associates reported no remaining Franklin Premier Income Trust position as of Q4 2019 after selling out during the quarter.
  • D'Orazio & Associates sold 5,829 Franklin Premier Income Trust shares in Q4 2019, an estimated $31K.
  • D'Orazio & Associates first reported a position in Franklin Premier Income Trust in Q3 2019 and held it in 1 quarter.
  • D'Orazio & Associates's Franklin Premier Income Trust position peaked at $31K in Q3 2019.
  • 95 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2019.

Based on D'Orazio & Associates's 13F filing for Q4 2019, filed 22 Jan 2020.