HA
PPT

HFG Advisors’s Franklin Premier Income Trust PPT Stock Holding History

HFG Advisors’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
2024
Q2 		– Sell
-10,461
Closed -$36.8K – 106
2024
Q1 		$36.8K Hold
10,461
– – 0.03% 108
2023
Q4 		$37.3K Hold
10,461
– – 0.04% 103
2023
Q3 		$35K Hold
10,461
– – 0.04% 94
2023
Q2 		$36.8K Hold
10,461
– – 0.04% 93
2023
Q1 		$37.2K Hold
10,461
– – 0.04% 88
2022
Q4 		$38K Hold
10,461
– – 0.04% 93
2022
Q3 		$37K Hold
10,461
– – 0.05% 81
2022
Q2 		$40K Hold
10,461
– – 0.05% 82
2022
Q1 		$42K Hold
10,461
– – 0.05% 88
2021
Q4 		$45K Buy
+10,461
New +$46.1K 0.05% 85

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

HFG Advisors's PPT Position: Q2 2024 in Review

HFG Advisors sold out of Franklin Premier Income Trust (PPT) in Q2 2024, closing a stake of 10,461 shares — an estimated $36.8K sold.

HFG Advisors first reported a position in PPT in Q4 2021 and held it in 10 quarters. The position peaked at $45K in Q4 2021. 84 funds tracked by Wall St. Rank hold PPT as of Q2 2024.

  • HFG Advisors reported no remaining Franklin Premier Income Trust position as of Q2 2024 after selling out during the quarter.
  • HFG Advisors sold 10,461 Franklin Premier Income Trust shares in Q2 2024, an estimated $36.8K.
  • HFG Advisors first reported a position in Franklin Premier Income Trust in Q4 2021 and held it in 10 quarters.
  • HFG Advisors's Franklin Premier Income Trust position peaked at $45K in Q4 2021.
  • 84 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2024.

Based on HFG Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.