LA
PPT

LexAurum Advisors’s Franklin Premier Income Trust PPT Stock Holding History

LexAurum 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
2020
Q4 		– Sell
-12,489
Closed -$56K – 245
2020
Q3 		$56K Buy
12,489
+1,086
+10% +$5.04K 0.02% 221
2020
Q2 		$54K Buy
11,403
+86
+0.8% +$405 0.03% 202
2020
Q1 		$51K Sell
11,317
-15,110
-57% -$77.6K 0.04% 184
2019
Q4 		$143K Buy
26,427
+327
+1% +$1.76K 0.07% 196
2019
Q3 		$137K Buy
26,100
+326
+1% +$1.72K 0.08% 178
2019
Q2 		$132K Buy
25,774
+329
+1% +$1.69K 0.08% 164
2019
Q1 		$131K Buy
25,445
+334
+1% +$1.67K 0.09% 159
2018
Q4 		$118K Buy
25,111
+238
+1% +$1.18K 0.09% 141
2018
Q3 		$131K Sell
24,873
-1,205
-5% -$6.32K 0.09% 152
2018
Q2 		$136K Buy
26,078
+219
+0.8% +$1.17K 0.12% 136
2018
Q1 		$135K Buy
25,859
+150
+0.6% +$784 0.11% 142
2017
Q4 		$135K Buy
+25,709
New +$136K 0.13% 146

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 $238M AUM 14.72% 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

LexAurum Advisors's PPT Position: Q4 2020 in Review

LexAurum Advisors sold out of Franklin Premier Income Trust (PPT) in Q4 2020, closing a stake of 12,489 shares — an estimated $56K sold.

LexAurum Advisors first reported a position in PPT in Q4 2017 and held it in 12 quarters. The position peaked at $143K in Q4 2019. 112 funds tracked by Wall St. Rank hold PPT as of Q4 2020.

  • LexAurum Advisors reported no remaining Franklin Premier Income Trust position as of Q4 2020 after selling out during the quarter.
  • LexAurum Advisors sold 12,489 Franklin Premier Income Trust shares in Q4 2020, an estimated $56K.
  • LexAurum Advisors first reported a position in Franklin Premier Income Trust in Q4 2017 and held it in 12 quarters.
  • LexAurum Advisors's Franklin Premier Income Trust position peaked at $143K in Q4 2019.
  • 112 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2020.

Based on LexAurum Advisors's 13F filing for Q4 2020, filed 20 Jan 2021.