GP
FTF

Geneva Partners’s Franklin Limited Duration Income Trust FTF Stock Holding History

Geneva Partners’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
2022
Q1 		– Sell
-10,992
Closed -$100K – 94
2021
Q4 		$100K Buy
+10,992
New +$99.1K 0.05% 95

Other funds holding FTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geneva Partners's FTF Position: Q1 2022 in Review

Geneva Partners sold out of Franklin Limited Duration Income Trust (FTF) in Q1 2022, closing a stake of 10,992 shares — an estimated $100K sold.

Geneva Partners first reported a position in FTF in Q4 2021 and held it in 1 quarter. The position peaked at $100K in Q4 2021. 72 funds tracked by Wall St. Rank hold FTF as of Q1 2022.

  • Geneva Partners reported no remaining Franklin Limited Duration Income Trust position as of Q1 2022 after selling out during the quarter.
  • Geneva Partners sold 10,992 Franklin Limited Duration Income Trust shares in Q1 2022, an estimated $100K.
  • Geneva Partners first reported a position in Franklin Limited Duration Income Trust in Q4 2021 and held it in 1 quarter.
  • Geneva Partners's Franklin Limited Duration Income Trust position peaked at $100K in Q4 2021.
  • 72 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2022.

Based on Geneva Partners's 13F filing for Q1 2022, filed 3 May 2022.