MIG
FTF

Mariner Investment Group’s Franklin Limited Duration Income Trust FTF Stock Holding History

Mariner Investment Group’s Portfolio FTF Stock Details FTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-86,615
Closed -$535K – 97
2022
Q3 		$535K Hold
86,615
– – 0.6% 33
2022
Q2 		$586K Buy
86,615
+42,106
+95% +$294K 0.62% 23
2022
Q1 		$337K Buy
+44,509
New +$356K 0.42% 47

Other funds holding FTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Mariner Investment Group's FTF Position: Q4 2022 in Review

Mariner Investment Group sold out of Franklin Limited Duration Income Trust (FTF) in Q4 2022, closing a stake of 86,615 shares — an estimated $535K sold.

Mariner Investment Group first reported a position in FTF in Q1 2022 and held it in 3 quarters. The position peaked at $586K in Q2 2022. 83 funds tracked by Wall St. Rank hold FTF as of Q4 2022.

  • Mariner Investment Group reported no remaining Franklin Limited Duration Income Trust position as of Q4 2022 after selling out during the quarter.
  • Mariner Investment Group sold 86,615 Franklin Limited Duration Income Trust shares in Q4 2022, an estimated $535K.
  • Mariner Investment Group first reported a position in Franklin Limited Duration Income Trust in Q1 2022 and held it in 3 quarters.
  • Mariner Investment Group's Franklin Limited Duration Income Trust position peaked at $586K in Q2 2022.
  • 83 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q4 2022.

Based on Mariner Investment Group's 13F filing for Q4 2022, filed 14 Feb 2023.