Laurel Wealth Advisors (California)’s Franklin Premier Income Trust PPT Stock Holding History

Laurel Wealth Advisors (California)’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	-12,007	Closed	-$62K	–	425
2019 Q1	$62K	Buy	12,007 +113	+1%	+$564	0.02%	398
2018 Q4	$55K	Buy	+11,894	New	+$58.8K	0.02%	347
2018 Q3	–	Sell	-11,514	Closed	-$60K	–	444
2018 Q2	$60K	Buy	11,514 +114	+1%	+$609	0.02%	379
2018 Q1	$59K	Buy	+11,400	New	+$59.6K	0.02%	349

Other funds holding PPT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 New York $57.6B AUM 8.03% 1-Year Est. Return

Laurel Wealth Advisors (California)'s PPT Position: Q2 2019 in Review

Laurel Wealth Advisors (California) sold out of Franklin Premier Income Trust (PPT) in Q2 2019, closing a stake of 12,007 shares — an estimated $62K sold.

Laurel Wealth Advisors (California) first reported a position in PPT in Q1 2018 and held it in 4 quarters. The position peaked at $62K in Q1 2019. 102 funds tracked by Wall St. Rank hold PPT as of Q2 2019.

Laurel Wealth Advisors (California) reported no remaining Franklin Premier Income Trust position as of Q2 2019 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 12,007 Franklin Premier Income Trust shares in Q2 2019, an estimated $62K.
Laurel Wealth Advisors (California) first reported a position in Franklin Premier Income Trust in Q1 2018 and held it in 4 quarters.
Laurel Wealth Advisors (California)'s Franklin Premier Income Trust position peaked at $62K in Q1 2019.
102 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2019.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2019, filed 13 Aug 2019.