Global Wealth Management Investment Advisory’s Franklin Limited Duration Income Trust FTF Stock Holding History

Global Wealth Management Investment Advisory’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
2020 Q2	–	Sell	-691	Closed	-$5K	–	625
2020 Q1	$5K	Hold	691	–	–	﹤0.01%	408
2019 Q4	$7K	Hold	691	–	–	﹤0.01%	395
2019 Q3	$6K	Hold	691	–	–	﹤0.01%	381
2019 Q2	$7K	Hold	691	–	–	﹤0.01%	406
2019 Q1	$7K	Hold	691	–	–	﹤0.01%	420
2018 Q4	$6K	Buy	+691	New	+$6.5K	﹤0.01%	466

Other funds holding FTF

SIA

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

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFG

Ford Financial Group Fresno, California $2.36M AUM 7.29% 1-Year Est. Return

Global Wealth Management Investment Advisory's FTF Position: Q2 2020 in Review

Global Wealth Management Investment Advisory sold out of Franklin Limited Duration Income Trust (FTF) in Q2 2020, closing a stake of 691 shares — an estimated $5K sold.

Global Wealth Management Investment Advisory first reported a position in FTF in Q4 2018 and held it in 6 quarters. The position peaked at $7K in Q4 2019. 53 funds tracked by Wall St. Rank hold FTF as of Q2 2020.

Global Wealth Management Investment Advisory reported no remaining Franklin Limited Duration Income Trust position as of Q2 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 691 Franklin Limited Duration Income Trust shares in Q2 2020, an estimated $5K.
Global Wealth Management Investment Advisory first reported a position in Franklin Limited Duration Income Trust in Q4 2018 and held it in 6 quarters.
Global Wealth Management Investment Advisory's Franklin Limited Duration Income Trust position peaked at $7K in Q4 2019.
53 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2020, filed 12 Aug 2020.