IF
PPT

Intrua Financial’s Franklin Premier Income Trust PPT Stock Holding History

Intrua Financial’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
Q3 		– Sell
-28,761
Closed -$137K – 260
2020
Q2 		$137K Buy
+28,761
New +$135K 0.05% 235

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
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 $270M AUM 19.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Intrua Financial's PPT Position: Q3 2020 in Review

Intrua Financial sold out of Franklin Premier Income Trust (PPT) in Q3 2020, closing a stake of 28,761 shares — an estimated $137K sold.

Intrua Financial first reported a position in PPT in Q2 2020 and held it in 1 quarter. The position peaked at $137K in Q2 2020. 94 funds tracked by Wall St. Rank hold PPT as of Q3 2020.

  • Intrua Financial reported no remaining Franklin Premier Income Trust position as of Q3 2020 after selling out during the quarter.
  • Intrua Financial sold 28,761 Franklin Premier Income Trust shares in Q3 2020, an estimated $137K.
  • Intrua Financial first reported a position in Franklin Premier Income Trust in Q2 2020 and held it in 1 quarter.
  • Intrua Financial's Franklin Premier Income Trust position peaked at $137K in Q2 2020.
  • 94 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q3 2020.

Based on Intrua Financial's 13F filing for Q3 2020, filed 16 Nov 2020.