OFG
PPT

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

OTA 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
2020
Q3 		– Sell
-155,032
Closed -$734K – 74
2020
Q2 		$734K Buy
+155,032
New +$730K 0.83% 26

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWM
Arbor Wealth Management Miramar Beach, Florida $456M AUM 24.5% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $238M AUM 14.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

OTA Financial Group's PPT Position: Q3 2020 in Review

OTA Financial Group sold out of Franklin Premier Income Trust (PPT) in Q3 2020, closing a stake of 155,032 shares — an estimated $734K sold.

OTA Financial Group first reported a position in PPT in Q2 2020 and held it in 1 quarter. The position peaked at $734K in Q2 2020. 94 funds tracked by Wall St. Rank hold PPT as of Q3 2020.

  • OTA Financial Group reported no remaining Franklin Premier Income Trust position as of Q3 2020 after selling out during the quarter.
  • OTA Financial Group sold 155,032 Franklin Premier Income Trust shares in Q3 2020, an estimated $734K.
  • OTA Financial Group first reported a position in Franklin Premier Income Trust in Q2 2020 and held it in 1 quarter.
  • OTA Financial Group's Franklin Premier Income Trust position peaked at $734K in Q2 2020.
  • 94 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q3 2020.

Based on OTA Financial Group's 13F filing for Q3 2020, filed 28 Oct 2020.