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 $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AWMF

Arbor Wealth Management (Florida) Miramar Beach, Florida $456M AUM 24.5% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 San Francisco, California $617B AUM 30.33% 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.