KIA
PPT

KCM Investment Advisors’s Franklin Premier Income Trust PPT Stock Holding History

KCM Investment Advisors’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
2019
Q2 		– Sell
-10,990
Closed -$57K – 330
2019
Q1 		$57K Buy
10,990
+231
+2% +$1.15K ﹤0.01% 316
2018
Q4 		$50K Sell
10,759
-3,534
-25% -$17.5K ﹤0.01% 480
2018
Q3 		$75K Sell
14,293
-400
-3% -$2.1K ﹤0.01% 509
2018
Q2 		$77K Buy
14,693
+214
+1% +$1.14K ﹤0.01% 518
2018
Q1 		$76K Buy
+14,479
New +$75.7K ﹤0.01% 518

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

KCM Investment Advisors's PPT Position: Q2 2019 in Review

KCM Investment Advisors sold out of Franklin Premier Income Trust (PPT) in Q2 2019, closing a stake of 10,990 shares — an estimated $57K sold.

KCM Investment Advisors first reported a position in PPT in Q1 2018 and held it in 5 quarters. The position peaked at $77K in Q2 2018. 102 funds tracked by Wall St. Rank hold PPT as of Q2 2019.

  • KCM Investment Advisors reported no remaining Franklin Premier Income Trust position as of Q2 2019 after selling out during the quarter.
  • KCM Investment Advisors sold 10,990 Franklin Premier Income Trust shares in Q2 2019, an estimated $57K.
  • KCM Investment Advisors first reported a position in Franklin Premier Income Trust in Q1 2018 and held it in 5 quarters.
  • KCM Investment Advisors's Franklin Premier Income Trust position peaked at $77K in Q2 2018.
  • 102 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2019.

Based on KCM Investment Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.