EWA
PPT

EP Wealth Advisors’s Franklin Premier Income Trust PPT Stock Holding History

EP Wealth Advisors’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
2023
Q1 		– Sell
-18,974
Closed -$68.9K – 688
2022
Q4 		$68.9K Buy
+18,974
New +$69K ﹤0.01% 607

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

EP Wealth Advisors's PPT Position: Q1 2023 in Review

EP Wealth Advisors sold out of Franklin Premier Income Trust (PPT) in Q1 2023, closing a stake of 18,974 shares — an estimated $68.9K sold.

EP Wealth Advisors first reported a position in PPT in Q4 2022 and held it in 1 quarter. The position peaked at $68.9K in Q4 2022. 88 funds tracked by Wall St. Rank hold PPT as of Q1 2023.

  • EP Wealth Advisors reported no remaining Franklin Premier Income Trust position as of Q1 2023 after selling out during the quarter.
  • EP Wealth Advisors sold 18,974 Franklin Premier Income Trust shares in Q1 2023, an estimated $68.9K.
  • EP Wealth Advisors first reported a position in Franklin Premier Income Trust in Q4 2022 and held it in 1 quarter.
  • EP Wealth Advisors's Franklin Premier Income Trust position peaked at $68.9K in Q4 2022.
  • 88 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q1 2023.

Based on EP Wealth Advisors's 13F filing for Q1 2023, filed 5 Jun 2023.