EWM
PPT

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

Executive 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
-2,320
Closed -$11K – 912
2018
Q4 		$11K Buy
+2,320
New +$11.5K ﹤0.01% 546

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
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
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Executive Wealth Management sold out of Franklin Premier Income Trust (PPT) in Q1 2019, closing a stake of 2,320 shares — an estimated $11K sold.

Executive Wealth Management first reported a position in PPT in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 95 funds tracked by Wall St. Rank hold PPT as of Q1 2019.

  • Executive Wealth Management reported no remaining Franklin Premier Income Trust position as of Q1 2019 after selling out during the quarter.
  • Executive Wealth Management sold 2,320 Franklin Premier Income Trust shares in Q1 2019, an estimated $11K.
  • Executive Wealth Management first reported a position in Franklin Premier Income Trust in Q4 2018 and held it in 1 quarter.
  • Executive Wealth Management's Franklin Premier Income Trust position peaked at $11K in Q4 2018.
  • 95 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q1 2019.

Based on Executive Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.