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MGO One Seven’s Franklin Premier Income Trust PPT Stock Holding History

MGO One Seven’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
2022
Q3 		– Sell
-10,236
Closed -$39K – 741
2022
Q2 		$39K Buy
+10,236
New +$39.4K 0.01% 632
2018
Q1 		$7K Sell
1,389
-13
-0.9% -$68 ﹤0.01% 1216
2017
Q4 		$7K Buy
+1,402
New +$7.39K ﹤0.01% 1197

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MGO One Seven's PPT Position: Q3 2022 in Review

MGO One Seven sold out of Franklin Premier Income Trust (PPT) in Q3 2022, closing a stake of 10,236 shares — an estimated $39K sold.

MGO One Seven first reported a position in PPT in Q4 2017 and held it in 3 quarters. The position peaked at $39K in Q2 2022. 91 funds tracked by Wall St. Rank hold PPT as of Q3 2022.

  • MGO One Seven reported no remaining Franklin Premier Income Trust position as of Q3 2022 after selling out during the quarter.
  • MGO One Seven sold 10,236 Franklin Premier Income Trust shares in Q3 2022, an estimated $39K.
  • MGO One Seven first reported a position in Franklin Premier Income Trust in Q4 2017 and held it in 3 quarters.
  • MGO One Seven's Franklin Premier Income Trust position peaked at $39K in Q2 2022.
  • 91 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q3 2022.

Based on MGO One Seven's 13F filing for Q3 2022, filed 14 Nov 2022.