Doyle Wealth Management’s Franklin Premier Income Trust PPT Stock Holding History

Doyle Wealth Management’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	-1,700	Closed	-$8K	–	590
2018 Q4	$8K	Sell	1,700 -41,837	-96%	-$207K	﹤0.01%	664
2018 Q3	$229K	Buy	43,537 +2,314	+6%	+$12.1K	0.04%	174
2018 Q2	$216K	Buy	41,223 +597	+1%	+$3.19K	0.04%	168
2018 Q1	$212K	Buy	40,626 +603	+2%	+$3.15K	0.04%	155
2017 Q4	$213K	Buy	40,023 +582	+1%	+$3.07K	0.04%	161
2017 Q3	$210K	Sell	39,441 -17,739	-31%	-$95.5K	0.04%	144
2017 Q2	$310K	Buy	57,180 +844	+1%	+$4.43K	0.06%	111
2017 Q1	$297K	Buy	+56,336	New	+$294K	0.06%	108

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 New York $57.6B AUM 8.03% 1-Year Est. Return

Doyle Wealth Management's PPT Position: Q1 2019 in Review

Doyle Wealth Management sold out of Franklin Premier Income Trust (PPT) in Q1 2019, closing a stake of 1,700 shares — an estimated $8K sold.

Doyle Wealth Management first reported a position in PPT in Q1 2017 and held it in 8 quarters. The position peaked at $310K in Q2 2017. 95 funds tracked by Wall St. Rank hold PPT as of Q1 2019.

Doyle Wealth Management reported no remaining Franklin Premier Income Trust position as of Q1 2019 after selling out during the quarter.
Doyle Wealth Management sold 1,700 Franklin Premier Income Trust shares in Q1 2019, an estimated $8K.
Doyle Wealth Management first reported a position in Franklin Premier Income Trust in Q1 2017 and held it in 8 quarters.
Doyle Wealth Management's Franklin Premier Income Trust position peaked at $310K in Q2 2017.
95 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.