JWM
PPT

Jeppson Wealth Management’s Franklin Premier Income Trust PPT Stock Holding History

Jeppson Wealth Management’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
Q4 		– Sell
-700
Closed -$3K – 362
2020
Q3 		$3K Buy
+700
New +$3.25K ﹤0.01% 470

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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jeppson Wealth Management's PPT Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Franklin Premier Income Trust (PPT) in Q4 2020, closing a stake of 700 shares — an estimated $3K sold.

Jeppson Wealth Management first reported a position in PPT in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 112 funds tracked by Wall St. Rank hold PPT as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Franklin Premier Income Trust position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 700 Franklin Premier Income Trust shares in Q4 2020, an estimated $3K.
  • Jeppson Wealth Management first reported a position in Franklin Premier Income Trust in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Franklin Premier Income Trust position peaked at $3K in Q3 2020.
  • 112 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.