HR
PPT

Howe & Rusling’s Franklin Premier Income Trust PPT Stock Holding History

Howe & Rusling’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
2020
Q1 		– Sell
-1,000
Closed -$5K – 853
2019
Q4 		$5K Buy
+1,000
New +$5.38K ﹤0.01% 556
2016
Q1 		– Hold
0
– – – 870

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWM
Arbor Wealth Management Miramar Beach, Florida $456M AUM 24.5% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $238M AUM 14.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Howe & Rusling's PPT Position: Q1 2020 in Review

Howe & Rusling sold out of Franklin Premier Income Trust (PPT) in Q1 2020, closing a stake of 1,000 shares — an estimated $5K sold.

Howe & Rusling first reported a position in PPT in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 99 funds tracked by Wall St. Rank hold PPT as of Q1 2020.

  • Howe & Rusling reported no remaining Franklin Premier Income Trust position as of Q1 2020 after selling out during the quarter.
  • Howe & Rusling sold 1,000 Franklin Premier Income Trust shares in Q1 2020, an estimated $5K.
  • Howe & Rusling first reported a position in Franklin Premier Income Trust in Q4 2019 and held it in 1 quarter.
  • Howe & Rusling's Franklin Premier Income Trust position peaked at $5K in Q4 2019.
  • 99 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q1 2020.

Based on Howe & Rusling's 13F filing for Q1 2020, filed 14 May 2020.