Optimum Investment Advisors’s Franklin Limited Duration Income Trust FTF Stock Holding History

Optimum Investment Advisors’s Portfolio FTF Stock Details FTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-4,000	Closed	-$44K	–	1055
2018 Q2	$44K	Hold	4,000	–	–	0.01%	555
2018 Q1	$45K	Buy	+4,000	New	+$46K	0.01%	540
2014 Q3	–	Sell	-700	Closed	-$9K	–	937
2014 Q2	$9K	Hold	700	–	–	﹤0.01%	787
2014 Q1	$9K	Hold	700	–	–	﹤0.01%	608
2013 Q4	$9K	Hold	700	–	–	﹤0.01%	620
2013 Q3	$9K	Buy	+700	New	+$8.95K	﹤0.01%	588

Other funds holding FTF

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SIA

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

RJA

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Optimum Investment Advisors's FTF Position: Q3 2018 in Review

Optimum Investment Advisors sold out of Franklin Limited Duration Income Trust (FTF) in Q3 2018, closing a stake of 4,000 shares — an estimated $44K sold.

Optimum Investment Advisors first reported a position in FTF in Q3 2013 and held it in 6 quarters. The position peaked at $45K in Q1 2018. 58 funds tracked by Wall St. Rank hold FTF as of Q3 2018.

Optimum Investment Advisors reported no remaining Franklin Limited Duration Income Trust position as of Q3 2018 after selling out during the quarter.
Optimum Investment Advisors sold 4,000 Franklin Limited Duration Income Trust shares in Q3 2018, an estimated $44K.
Optimum Investment Advisors first reported a position in Franklin Limited Duration Income Trust in Q3 2013 and held it in 6 quarters.
Optimum Investment Advisors's Franklin Limited Duration Income Trust position peaked at $45K in Q1 2018.
58 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q3 2018.

Based on Optimum Investment Advisors's 13F filing for Q3 2018, filed 5 Oct 2018.