LWM
PPT

Liberty Wealth Management’s Franklin Premier Income Trust PPT Stock Holding History

Liberty 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
2021
Q4 		– Sell
-1,125
Closed -$5K – 855
2021
Q3 		$5K Buy
1,125
+1,120
+22,400% +$5.16K ﹤0.01% 952
2021
Q2 		$1K Buy
+5
New +$24 ﹤0.01% 1025

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Liberty Wealth Management's PPT Position: Q4 2021 in Review

Liberty Wealth Management sold out of Franklin Premier Income Trust (PPT) in Q4 2021, closing a stake of 1,125 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in PPT in Q2 2021 and held it in 2 quarters. The position peaked at $5K in Q3 2021. 100 funds tracked by Wall St. Rank hold PPT as of Q4 2021.

  • Liberty Wealth Management reported no remaining Franklin Premier Income Trust position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,125 Franklin Premier Income Trust shares in Q4 2021, an estimated $5K.
  • Liberty Wealth Management first reported a position in Franklin Premier Income Trust in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's Franklin Premier Income Trust position peaked at $5K in Q3 2021.
  • 100 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.