First Foundation Advisors’s Franklin Premier Income Trust PPT Stock Holding History

First Foundation 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 Q4	–	Sell	-16,625	Closed	-$55.7K	–	449
2023 Q3	$55.7K	Hold	16,625	–	–	﹤0.01%	415
2023 Q2	$58.5K	Hold	16,625	–	–	﹤0.01%	409
2023 Q1	$59.2K	Hold	16,625	–	–	﹤0.01%	385
2022 Q4	$60.3K	Hold	16,625	–	–	﹤0.01%	392
2022 Q3	$60K	Hold	16,625	–	–	﹤0.01%	377
2022 Q2	$63K	Buy	+16,625	New	+$64K	﹤0.01%	395

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

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

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

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

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

First Foundation Advisors's PPT Position: Q4 2023 in Review

First Foundation Advisors sold out of Franklin Premier Income Trust (PPT) in Q4 2023, closing a stake of 16,625 shares — an estimated $55.7K sold.

First Foundation Advisors first reported a position in PPT in Q2 2022 and held it in 6 quarters. The position peaked at $63K in Q2 2022. 91 funds tracked by Wall St. Rank hold PPT as of Q4 2023.

First Foundation Advisors reported no remaining Franklin Premier Income Trust position as of Q4 2023 after selling out during the quarter.
First Foundation Advisors sold 16,625 Franklin Premier Income Trust shares in Q4 2023, an estimated $55.7K.
First Foundation Advisors first reported a position in Franklin Premier Income Trust in Q2 2022 and held it in 6 quarters.
First Foundation Advisors's Franklin Premier Income Trust position peaked at $63K in Q2 2022.
91 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2023.

Based on First Foundation Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.