MSFP
PPT

Mark Sheptoff Financial Planning’s Franklin Premier Income Trust PPT Stock Holding History

Mark Sheptoff Financial Planning’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
2018
Q2 		– Sell
-1,625
Closed -$8K – 388
2018
Q1 		$8K Buy
+1,625
New +$8.49K 0.01% 309

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mark Sheptoff Financial Planning's PPT Position: Q2 2018 in Review

Mark Sheptoff Financial Planning sold out of Franklin Premier Income Trust (PPT) in Q2 2018, closing a stake of 1,625 shares — an estimated $8K sold.

Mark Sheptoff Financial Planning first reported a position in PPT in Q1 2018 and held it in 1 quarter. The position peaked at $8K in Q1 2018. 99 funds tracked by Wall St. Rank hold PPT as of Q2 2018.

  • Mark Sheptoff Financial Planning reported no remaining Franklin Premier Income Trust position as of Q2 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,625 Franklin Premier Income Trust shares in Q2 2018, an estimated $8K.
  • Mark Sheptoff Financial Planning first reported a position in Franklin Premier Income Trust in Q1 2018 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Franklin Premier Income Trust position peaked at $8K in Q1 2018.
  • 99 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2018, filed 9 Aug 2018.