Mid Atlantic Financial Management’s Franklin Premier Income Trust PPT Stock Holding History

Mid Atlantic Financial 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 Q3	$572K	Buy	125,216 +14,000	+13%	+$64.5K	0.04%	416
2021 Q2	$518K	Buy	111,216 +3,700	+3%	+$17.4K	0.03%	450
2021 Q1	$524K	Buy	107,516 +7,300	+7%	+$34.5K	0.04%	413
2020 Q4	$466K	Buy	100,216 +13,000	+15%	+$59.3K	0.04%	416
2020 Q3	$402K	Buy	87,216 +20,600	+31%	+$95.6K	0.04%	419
2020 Q2	$316K	Buy	66,616 +1,900	+3%	+$8.95K	0.03%	469
2020 Q1	$294K	Buy	64,716 +32,000	+98%	+$164K	0.03%	443
2019 Q4	$178K	Sell	32,716 -500	-2%	-$2.69K	0.02%	663
2019 Q3	$175K	Buy	33,216 +20,800	+168%	+$109K	0.02%	633
2019 Q2	$64K	Buy	+12,416	New	+$63.8K	0.01%	709
2019 Q1	–	Sell	-13,416	Closed	-$63K	–	755
2018 Q4	$63K	Buy	+13,416	New	+$66.3K	0.01%	657

Other funds holding PPT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

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

Mid Atlantic Financial Management's PPT Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Franklin Premier Income Trust (PPT) stake by 13% in Q3 2021, buying an estimated $64.5K and bringing the position to 125,216 shares worth $572K. The position accounts for 0.04% of the portfolio, ranked #416.

Mid Atlantic Financial Management first reported a position in PPT in Q4 2018 and has held it in 11 quarters since. 100 funds tracked by Wall St. Rank hold PPT as of Q3 2021.

Mid Atlantic Financial Management held 125,216 shares of Franklin Premier Income Trust worth $572K as of Q3 2021.
Mid Atlantic Financial Management bought 14,000 Franklin Premier Income Trust shares in Q3 2021, an estimated $64.5K.
Franklin Premier Income Trust made up 0.04% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #416 holding.
Mid Atlantic Financial Management first reported a position in Franklin Premier Income Trust in Q4 2018 and has held it in 11 quarters since.
100 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.