Optimum Investment Advisors’s Franklin Premier Income Trust PPT Stock Holding History

Optimum Investment Advisors’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	-12,000	Closed	-$46K	–	868
2022 Q2	$46K	Hold	12,000	–	–	0.02%	411
2022 Q1	$48K	Hold	12,000	–	–	0.02%	436
2021 Q4	$51K	Hold	12,000	–	–	0.02%	460
2021 Q3	$55K	Hold	12,000	–	–	0.02%	437
2021 Q2	$56K	Buy	12,000 +6,000	+100%	+$28.2K	0.02%	481
2021 Q1	$29K	Hold	6,000	–	–	0.01%	609
2020 Q4	$28K	Sell	6,000 -100	-2%	-$456	0.01%	571
2020 Q3	$27K	Hold	6,100	–	–	0.01%	554
2020 Q2	$29K	Hold	6,100	–	–	0.01%	538
2020 Q1	$28K	Hold	6,100	–	–	0.01%	511
2019 Q4	$33K	Buy	6,100 +100	+2%	+$538	0.01%	595
2019 Q3	$32K	Hold	6,000	–	–	0.01%	603
2019 Q2	$31K	Hold	6,000	–	–	0.01%	606
2019 Q1	$31K	Hold	6,000	–	–	0.01%	612
2018 Q4	$28K	Hold	6,000	–	–	0.01%	585
2018 Q3	$32K	Hold	6,000	–	–	0.01%	637
2018 Q2	$31K	Hold	6,000	–	–	0.01%	638
2018 Q1	$31K	Buy	+6,000	New	+$31.4K	0.01%	621

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

HWM

Howard Wealth Management Madison, Connecticut $238M AUM 14.72% 1-Year Est. Return

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Optimum Investment Advisors's PPT Position: Q3 2022 in Review

Optimum Investment Advisors sold out of Franklin Premier Income Trust (PPT) in Q3 2022, closing a stake of 12,000 shares — an estimated $46K sold.

Optimum Investment Advisors first reported a position in PPT in Q1 2018 and held it in 18 quarters. The position peaked at $56K in Q2 2021. 91 funds tracked by Wall St. Rank hold PPT as of Q3 2022.

Optimum Investment Advisors reported no remaining Franklin Premier Income Trust position as of Q3 2022 after selling out during the quarter.
Optimum Investment Advisors sold 12,000 Franklin Premier Income Trust shares in Q3 2022, an estimated $46K.
Optimum Investment Advisors first reported a position in Franklin Premier Income Trust in Q1 2018 and held it in 18 quarters.
Optimum Investment Advisors's Franklin Premier Income Trust position peaked at $56K in Q2 2021.
91 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q3 2022.

Based on Optimum Investment Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.