GIA
PPT

Gladstone Institutional Advisory’s Franklin Premier Income Trust PPT Stock Holding History

Gladstone Institutional Advisory’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
Q3 		– Sell
-11,061
Closed -$57K – 297
2019
Q2 		$57K Hold
11,061
– – 0.02% 266
2019
Q1 		$57K Hold
11,061
– – 0.02% 211
2018
Q4 		$52K Buy
+11,061
New +$54.7K 0.03% 168

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWM
Arbor Wealth Management Miramar Beach, Florida $456M AUM 24.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gladstone Institutional Advisory's PPT Position: Q3 2019 in Review

Gladstone Institutional Advisory sold out of Franklin Premier Income Trust (PPT) in Q3 2019, closing a stake of 11,061 shares — an estimated $57K sold.

Gladstone Institutional Advisory first reported a position in PPT in Q4 2018 and held it in 3 quarters. The position peaked at $57K in Q2 2019. 96 funds tracked by Wall St. Rank hold PPT as of Q3 2019.

  • Gladstone Institutional Advisory reported no remaining Franklin Premier Income Trust position as of Q3 2019 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 11,061 Franklin Premier Income Trust shares in Q3 2019, an estimated $57K.
  • Gladstone Institutional Advisory first reported a position in Franklin Premier Income Trust in Q4 2018 and held it in 3 quarters.
  • Gladstone Institutional Advisory's Franklin Premier Income Trust position peaked at $57K in Q2 2019.
  • 96 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q3 2019.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2019, filed 13 Nov 2019.