Next Financial Group’s Franklin Premier Income Trust PPT Stock Holding History

Next Financial Group’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
2019 Q4	–	Sell	-1,000	Closed	-$5K	–	2502
2019 Q3	$5K	Hold	1,000	–	–	﹤0.01%	1917
2019 Q2	$5K	Hold	1,000	–	–	﹤0.01%	1901
2019 Q1	$5K	Hold	1,000	–	–	﹤0.01%	1268
2018 Q4	$5K	Hold	1,000	–	–	﹤0.01%	1553
2018 Q3	$5K	Buy	+1,000	New	+$5.25K	﹤0.01%	1168
2017 Q4	–	Sell	-1,000	Closed	-$5K	–	1101
2017 Q3	$5K	Hold	1,000	–	–	﹤0.01%	1431
2017 Q2	$5K	Buy	+1,000	New	+$5.25K	﹤0.01%	1556
2015 Q4	–	Sell	-2,825	Closed	-$13K	–	1915
2015 Q3	$13K	Hold	2,825	–	–	﹤0.01%	1119
2015 Q2	$14K	Hold	2,825	–	–	﹤0.01%	1150
2015 Q1	$14K	Sell	2,825 -1,870	-40%	-$9.79K	﹤0.01%	1132
2014 Q4	$25K	Buy	4,695 +1,494	+47%	+$8.03K	0.01%	897
2014 Q3	$18K	Buy	+3,201	New	+$17.6K	﹤0.01%	1475

Other funds holding PPT

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AWMF

Arbor Wealth Management (Florida) Miramar Beach, Florida $456M AUM 24.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWM

Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return

QCIG

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Next Financial Group's PPT Position: Q4 2019 in Review

Next Financial Group sold out of Franklin Premier Income Trust (PPT) in Q4 2019, closing a stake of 1,000 shares — an estimated $5K sold.

Next Financial Group first reported a position in PPT in Q3 2014 and held it in 12 quarters. The position peaked at $25K in Q4 2014. 95 funds tracked by Wall St. Rank hold PPT as of Q4 2019.

Next Financial Group reported no remaining Franklin Premier Income Trust position as of Q4 2019 after selling out during the quarter.
Next Financial Group sold 1,000 Franklin Premier Income Trust shares in Q4 2019, an estimated $5K.
Next Financial Group first reported a position in Franklin Premier Income Trust in Q3 2014 and held it in 12 quarters.
Next Financial Group's Franklin Premier Income Trust position peaked at $25K in Q4 2014.
95 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.