HighTower Advisors
PPT

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

HighTower 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
2022
Q2 		– Sell
-70,052
Closed -$279K – 3475
2022
Q1 		$279K Sell
70,052
-3,934
-5% -$15.9K ﹤0.01% 2583
2021
Q4 		$317K Buy
73,986
+2,147
+3% +$9.46K ﹤0.01% 2450
2021
Q3 		$327K Buy
71,839
+5,437
+8% +$25K ﹤0.01% 2355
2021
Q2 		$309K Buy
66,402
+17,749
+36% +$83.5K ﹤0.01% 2354
2021
Q1 		$237K Sell
48,653
-6,067
-11% -$28.7K ﹤0.01% 2469
2020
Q4 		$256K Sell
54,720
-144
-0.3% -$657 ﹤0.01% 2036
2020
Q3 		$241K Buy
54,864
+10,914
+25% +$50.6K ﹤0.01% 1964
2020
Q2 		$210K Sell
43,950
-3,353
-7% -$15.8K ﹤0.01% 1965
2020
Q1 		$214K Sell
47,303
-23,865
-34% -$123K ﹤0.01% 1754
2019
Q4 		$387K Sell
71,168
-3,846
-5% -$20.7K ﹤0.01% 1565
2019
Q3 		$395K Buy
75,014
+5,820
+8% +$30.6K ﹤0.01% 1632
2019
Q2 		$357K Buy
69,194
+3,968
+6% +$20.4K ﹤0.01% 1696
2019
Q1 		$335K Buy
65,226
+2,445
+4% +$12.2K ﹤0.01% 1667
2018
Q4 		$295K Sell
62,781
-361
-0.6% -$1.78K ﹤0.01% 1613
2018
Q3 		$329K Buy
63,142
+4,855
+8% +$25.5K ﹤0.01% 1685
2018
Q2 		$302K Buy
58,287
+9,413
+19% +$50.3K ﹤0.01% 1682
2018
Q1 		$254K Sell
48,874
-779
-2% -$4.07K ﹤0.01% 1755
2017
Q4 		$263K Buy
49,653
+486
+1% +$2.56K ﹤0.01% 1765
2017
Q3 		$262K Buy
49,167
+140
+0.3% +$754 ﹤0.01% 1754
2017
Q2 		$266K Buy
49,027
+10,824
+28% +$56.8K ﹤0.01% 1691
2017
Q1 		$202K Buy
38,203
+27,646
+262% +$144K ﹤0.01% 1767
2016
Q4 		$53K Buy
10,557
+132
+1% +$641 ﹤0.01% 1813
2016
Q3 		$51K Buy
10,425
+112
+1% +$540 ﹤0.01% 1785
2016
Q2 		$49K Buy
10,313
+130
+1% +$615 ﹤0.01% 1646
2016
Q1 		$49K Buy
10,183
+129
+1% +$602 ﹤0.01% 1954
2015
Q4 		$51K Buy
+10,054
New +$49.9K ﹤0.01% 1894
2015
Q3 		– Sell
-13,686
Closed -$70K – 1927
2015
Q2 		$70K Buy
13,686
+281
+2% +$1.47K ﹤0.01% 1438
2015
Q1 		$71K Buy
+13,405
New +$70.2K ﹤0.01% 1520

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
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
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors's PPT Position: Q2 2022 in Review

HighTower Advisors sold out of Franklin Premier Income Trust (PPT) in Q2 2022, closing a stake of 70,052 shares — an estimated $279K sold.

HighTower Advisors first reported a position in PPT in Q1 2015 and held it in 28 quarters. The position peaked at $395K in Q3 2019. 93 funds tracked by Wall St. Rank hold PPT as of Q2 2022.

  • HighTower Advisors reported no remaining Franklin Premier Income Trust position as of Q2 2022 after selling out during the quarter.
  • HighTower Advisors sold 70,052 Franklin Premier Income Trust shares in Q2 2022, an estimated $279K.
  • HighTower Advisors first reported a position in Franklin Premier Income Trust in Q1 2015 and held it in 28 quarters.
  • HighTower Advisors's Franklin Premier Income Trust position peaked at $395K in Q3 2019.
  • 93 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2022.

Based on HighTower Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.