IT
FTF

Independence Trust’s Franklin Limited Duration Income Trust FTF Stock Holding History

Independence Trust’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
2015
Q4 		– Sell
-10,001
Closed -$109K – 80
2015
Q3 		$109K Sell
10,001
-3,081
-24% -$35.1K 0.11% 97
2015
Q2 		$152K Buy
+13,082
New +$159K 0.1% 115

Other funds holding FTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independence Trust's FTF Position: Q4 2015 in Review

Independence Trust sold out of Franklin Limited Duration Income Trust (FTF) in Q4 2015, closing a stake of 10,001 shares — an estimated $109K sold.

Independence Trust first reported a position in FTF in Q2 2015 and held it in 2 quarters. The position peaked at $152K in Q2 2015. 55 funds tracked by Wall St. Rank hold FTF as of Q4 2015.

  • Independence Trust reported no remaining Franklin Limited Duration Income Trust position as of Q4 2015 after selling out during the quarter.
  • Independence Trust sold 10,001 Franklin Limited Duration Income Trust shares in Q4 2015, an estimated $109K.
  • Independence Trust first reported a position in Franklin Limited Duration Income Trust in Q2 2015 and held it in 2 quarters.
  • Independence Trust's Franklin Limited Duration Income Trust position peaked at $152K in Q2 2015.
  • 55 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q4 2015.

Based on Independence Trust's 13F filing for Q4 2015, filed 29 Jan 2016.