ICOA
FTF

Investment Centers of America’s Franklin Limited Duration Income Trust FTF Stock Holding History

Investment Centers of America’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
2017
Q4 		– Sell
-25,369
Closed -$304K – 159
2017
Q3 		$304K Buy
+25,369
New +$302K 0.02% 435

Other funds holding FTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Investment Centers of America's FTF Position: Q4 2017 in Review

Investment Centers of America sold out of Franklin Limited Duration Income Trust (FTF) in Q4 2017, closing a stake of 25,369 shares — an estimated $304K sold.

Investment Centers of America first reported a position in FTF in Q3 2017 and held it in 1 quarter. The position peaked at $304K in Q3 2017. 47 funds tracked by Wall St. Rank hold FTF as of Q4 2017.

  • Investment Centers of America reported no remaining Franklin Limited Duration Income Trust position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 25,369 Franklin Limited Duration Income Trust shares in Q4 2017, an estimated $304K.
  • Investment Centers of America first reported a position in Franklin Limited Duration Income Trust in Q3 2017 and held it in 1 quarter.
  • Investment Centers of America's Franklin Limited Duration Income Trust position peaked at $304K in Q3 2017.
  • 47 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.