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Money Concepts Capital’s Franklin Premier Income Trust PPT Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-895
Closed -$3.25K – 2251
2022
Q4 		$3.25K Buy
+895
New +$3.25K ﹤0.01% 2524

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Money Concepts Capital's PPT Position: Q1 2023 in Review

Money Concepts Capital sold out of Franklin Premier Income Trust (PPT) in Q1 2023, closing a stake of 895 shares — an estimated $3.25K sold.

Money Concepts Capital first reported a position in PPT in Q4 2022 and held it in 1 quarter. The position peaked at $3.25K in Q4 2022. 88 funds tracked by Wall St. Rank hold PPT as of Q1 2023.

  • Money Concepts Capital reported no remaining Franklin Premier Income Trust position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 895 Franklin Premier Income Trust shares in Q1 2023, an estimated $3.25K.
  • Money Concepts Capital first reported a position in Franklin Premier Income Trust in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Franklin Premier Income Trust position peaked at $3.25K in Q4 2022.
  • 88 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.