GI
PPT

Gradient Investments’s Franklin Premier Income Trust PPT Stock Holding History

Gradient Investments’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
2022
Q4 		– Sell
-2,218
Closed -$8K – 1622
2022
Q3 		$8K Buy
+2,218
New +$8.46K ﹤0.01% 855
2021
Q2 		– Sell
-2,500
Closed -$12K – 1237
2021
Q1 		$12K Buy
+2,500
New +$11.8K ﹤0.01% 726

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Gradient Investments's PPT Position: Q4 2022 in Review

Gradient Investments sold out of Franklin Premier Income Trust (PPT) in Q4 2022, closing a stake of 2,218 shares — an estimated $8K sold.

Gradient Investments first reported a position in PPT in Q1 2021 and held it in 2 quarters. The position peaked at $12K in Q1 2021. 98 funds tracked by Wall St. Rank hold PPT as of Q4 2022.

  • Gradient Investments reported no remaining Franklin Premier Income Trust position as of Q4 2022 after selling out during the quarter.
  • Gradient Investments sold 2,218 Franklin Premier Income Trust shares in Q4 2022, an estimated $8K.
  • Gradient Investments first reported a position in Franklin Premier Income Trust in Q1 2021 and held it in 2 quarters.
  • Gradient Investments's Franklin Premier Income Trust position peaked at $12K in Q1 2021.
  • 98 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.