HW
FTF

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

Hedeker Wealth’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
2016
Q4 		– Sell
-14
Closed -$1.17K – 135
2016
Q3 		$1.17K Buy
+14
New +$166 0.06% 100

Other funds holding FTF

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 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

Hedeker Wealth's FTF Position: Q4 2016 in Review

Hedeker Wealth sold out of Franklin Limited Duration Income Trust (FTF) in Q4 2016, closing a stake of 14 shares — an estimated $1.17K sold.

Hedeker Wealth first reported a position in FTF in Q3 2016 and held it in 1 quarter. The position peaked at $1.17K in Q3 2016. 47 funds tracked by Wall St. Rank hold FTF as of Q4 2016.

  • Hedeker Wealth reported no remaining Franklin Limited Duration Income Trust position as of Q4 2016 after selling out during the quarter.
  • Hedeker Wealth sold 14 Franklin Limited Duration Income Trust shares in Q4 2016, an estimated $1.17K.
  • Hedeker Wealth first reported a position in Franklin Limited Duration Income Trust in Q3 2016 and held it in 1 quarter.
  • Hedeker Wealth's Franklin Limited Duration Income Trust position peaked at $1.17K in Q3 2016.
  • 47 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q4 2016.

Based on Hedeker Wealth's 13F filing for Q4 2016, filed 9 Feb 2017.