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

EverSource 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 Q3	–	Sell	-388	Closed	-$1.37K	–	2624
2023 Q2	$1.37K	Hold	388	–	–	﹤0.01%	2125
2023 Q1	$1.38K	Hold	388	–	–	﹤0.01%	2040
2022 Q4	$1.41K	Hold	388	–	–	﹤0.01%	2014
2022 Q3	$1K	Buy	+388	New	+$1.48K	﹤0.01%	1868

Other funds holding PPT

SIA

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

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

QCIG

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

EverSource Wealth Advisors's PPT Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of Franklin Premier Income Trust (PPT) in Q3 2023, closing a stake of 388 shares — an estimated $1.37K sold.

EverSource Wealth Advisors first reported a position in PPT in Q3 2022 and held it in 4 quarters. The position peaked at $1.41K in Q4 2022. 88 funds tracked by Wall St. Rank hold PPT as of Q3 2023.

EverSource Wealth Advisors reported no remaining Franklin Premier Income Trust position as of Q3 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 388 Franklin Premier Income Trust shares in Q3 2023, an estimated $1.37K.
EverSource Wealth Advisors first reported a position in Franklin Premier Income Trust in Q3 2022 and held it in 4 quarters.
EverSource Wealth Advisors's Franklin Premier Income Trust position peaked at $1.41K in Q4 2022.
88 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.