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Founders Financial Alliance’s Franklin Premier Income Trust PPT Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-752
Closed -$4K – 1034
2020
Q3 		$4K Buy
+752
New +$3.49K ﹤0.01% 1075

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AWMF
Arbor Wealth Management (Florida) Miramar Beach, Florida $456M AUM 24.5% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Founders Financial Alliance's PPT Position: Q4 2020 in Review

Founders Financial Alliance sold out of Franklin Premier Income Trust (PPT) in Q4 2020, closing a stake of 752 shares — an estimated $4K sold.

Founders Financial Alliance first reported a position in PPT in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 112 funds tracked by Wall St. Rank hold PPT as of Q4 2020.

  • Founders Financial Alliance reported no remaining Franklin Premier Income Trust position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 752 Franklin Premier Income Trust shares in Q4 2020, an estimated $4K.
  • Founders Financial Alliance first reported a position in Franklin Premier Income Trust in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Franklin Premier Income Trust position peaked at $4K in Q3 2020.
  • 112 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.