IWMPD
PPT

Integrated Wealth Management (Palm Desert)’s Franklin Premier Income Trust PPT Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017
Q1 		$79K Buy
+15,000
New +$78.2K 0.03% 264

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s PPT Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) opened a new position in Franklin Premier Income Trust (PPT) in Q1 2017: 15,000 shares worth $79K. The stake represents 0.03% of the portfolio and ranks #264 among its holdings.

76 funds tracked by Wall St. Rank hold PPT as of Q1 2017.

  • Integrated Wealth Management (Palm Desert) held 15,000 shares of Franklin Premier Income Trust worth $79K as of Q1 2017.
  • Franklin Premier Income Trust was a new Integrated Wealth Management (Palm Desert) position in Q1 2017.
  • Franklin Premier Income Trust made up 0.03% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #264 holding.
  • 76 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.