MWM
PPT icon

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

Melfa 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
2023
Q4 		– Sell
-16,500
Closed -$55.3K – 142
2023
Q3 		$55.3K Buy
+16,500
New +$58.2K 0.06% 136

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Melfa Wealth Management's PPT Position: Q4 2023 in Review

Melfa Wealth Management sold out of Franklin Premier Income Trust (PPT) in Q4 2023, closing a stake of 16,500 shares — an estimated $55.3K sold.

Melfa Wealth Management first reported a position in PPT in Q3 2023 and held it in 1 quarter. The position peaked at $55.3K in Q3 2023. 91 funds tracked by Wall St. Rank hold PPT as of Q4 2023.

  • Melfa Wealth Management reported no remaining Franklin Premier Income Trust position as of Q4 2023 after selling out during the quarter.
  • Melfa Wealth Management sold 16,500 Franklin Premier Income Trust shares in Q4 2023, an estimated $55.3K.
  • Melfa Wealth Management first reported a position in Franklin Premier Income Trust in Q3 2023 and held it in 1 quarter.
  • Melfa Wealth Management's Franklin Premier Income Trust position peaked at $55.3K in Q3 2023.
  • 91 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2023.

Based on Melfa Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.