Genesis Wealth Advisors’s Franklin Limited Duration Income Trust FTF Stock Holding History

Genesis Wealth Advisors’s Portfolio FTF Stock Details FTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	$140K	Buy	+12,000	New	+$146K	0.11%	89

Other funds holding FTF

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

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

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

Genesis Wealth Advisors's FTF Position: Q2 2015 in Review

Genesis Wealth Advisors opened a new position in Franklin Limited Duration Income Trust (FTF) in Q2 2015: 12,000 shares worth $140K. The stake represents 0.11% of the portfolio and ranks #89 among its holdings.

50 funds tracked by Wall St. Rank hold FTF as of Q2 2015.

Genesis Wealth Advisors held 12,000 shares of Franklin Limited Duration Income Trust worth $140K as of Q2 2015.
Franklin Limited Duration Income Trust was a new Genesis Wealth Advisors position in Q2 2015.
Franklin Limited Duration Income Trust made up 0.11% of Genesis Wealth Advisors's portfolio in Q2 2015, its #89 holding.
50 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.