GWM
FTF

Greenwich Wealth Management’s Franklin Limited Duration Income Trust FTF Stock Holding History

Greenwich Wealth Management’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
2018
Q4 		– Sell
-67,710
Closed -$361K – 187
2018
Q3 		$361K Buy
67,710
+34,680
+105% +$386K 0.06% 140
2018
Q2 		$361K Sell
33,030
-44
-0.1% -$486 0.06% 135
2018
Q1 		$369K Sell
33,074
-500
-1% -$5.74K 0.06% 125
2017
Q4 		$397K Buy
33,574
+69
+0.2% +$817 0.07% 130
2017
Q3 		$402K Buy
33,505
+2,223
+7% +$26.4K 0.07% 123
2017
Q2 		$370K Sell
31,282
-158
-0.5% -$1.89K 0.06% 126
2017
Q1 		$376K Sell
31,440
-14,855
-32% -$180K 0.05% 121
2016
Q4 		$557K Sell
46,295
-1,195
-3% -$14.3K 0.07% 124
2016
Q3 		$574K Sell
47,490
-225
-0.5% -$2.67K 0.1% 119
2016
Q2 		$553K Sell
47,715
-1,150
-2% -$13.3K 0.13% 116
2016
Q1 		$554K Sell
48,865
-2,594
-5% -$27.9K 0.14% 115
2015
Q4 		$552K Sell
51,459
-8,175
-14% -$89.8K 0.14% 102
2015
Q3 		$650K Hold
59,634
– – 0.16% 114
2015
Q2 		$695K Buy
59,634
+1,750
+3% +$21.3K 0.09% 120
2015
Q1 		$704K Sell
57,884
-100
-0.2% -$1.22K 0.08% 119
2014
Q4 		$707K Sell
57,984
-4,020
-6% -$49.3K 0.05% 121
2014
Q3 		$768K Buy
62,004
+1,770
+3% +$22.6K 0.05% 118
2014
Q2 		$788K Buy
60,234
+2,508
+4% +$33K 0.05% 109
2014
Q1 		$753K Sell
57,726
-7,390
-11% -$96.7K 0.05% 110
2013
Q4 		$846K Buy
65,116
+9,447
+17% +$122K 0.09% 109
2013
Q3 		$724K Buy
+55,669
New +$712K 0.05% 103

Other funds holding FTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Greenwich Wealth Management's FTF Position: Q4 2018 in Review

Greenwich Wealth Management sold out of Franklin Limited Duration Income Trust (FTF) in Q4 2018, closing a stake of 67,710 shares — an estimated $361K sold.

Greenwich Wealth Management first reported a position in FTF in Q3 2013 and held it in 21 quarters. The position peaked at $846K in Q4 2013. 58 funds tracked by Wall St. Rank hold FTF as of Q4 2018.

  • Greenwich Wealth Management reported no remaining Franklin Limited Duration Income Trust position as of Q4 2018 after selling out during the quarter.
  • Greenwich Wealth Management sold 67,710 Franklin Limited Duration Income Trust shares in Q4 2018, an estimated $361K.
  • Greenwich Wealth Management first reported a position in Franklin Limited Duration Income Trust in Q3 2013 and held it in 21 quarters.
  • Greenwich Wealth Management's Franklin Limited Duration Income Trust position peaked at $846K in Q4 2013.
  • 58 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q4 2018.

Based on Greenwich Wealth Management's 13F filing for Q4 2018, filed 11 Feb 2019.