LFR
PPT

Lehman Financial Resources’s Franklin Premier Income Trust PPT Stock Holding History

Lehman Financial Resources’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
2014
Q4 		– Sell
-576
Closed -$3K – 424
2014
Q3 		$3K Buy
576
+9
+2% +$49 ﹤0.01% 377
2014
Q2 		$3K Buy
567
+7
+1% +$39 ﹤0.01% 361
2014
Q1 		$3K Buy
+560
New +$3.06K ﹤0.01% 364

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Lehman Financial Resources's PPT Position: Q4 2014 in Review

Lehman Financial Resources sold out of Franklin Premier Income Trust (PPT) in Q4 2014, closing a stake of 576 shares — an estimated $3K sold.

Lehman Financial Resources first reported a position in PPT in Q1 2014 and held it in 3 quarters. The position peaked at $3K in Q3 2014. 91 funds tracked by Wall St. Rank hold PPT as of Q4 2014.

  • Lehman Financial Resources reported no remaining Franklin Premier Income Trust position as of Q4 2014 after selling out during the quarter.
  • Lehman Financial Resources sold 576 Franklin Premier Income Trust shares in Q4 2014, an estimated $3K.
  • Lehman Financial Resources first reported a position in Franklin Premier Income Trust in Q1 2014 and held it in 3 quarters.
  • Lehman Financial Resources's Franklin Premier Income Trust position peaked at $3K in Q3 2014.
  • 91 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2014.

Based on Lehman Financial Resources's 13F filing for Q4 2014, filed 3 Feb 2015.