PP
PPT

Paloma Partners’s Franklin Premier Income Trust PPT Stock Holding History

Paloma Partners’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
Q3 		– Sell
-11,557
Closed -$59K – 2220
2019
Q2 		$59K Buy
+11,557
New +$59.4K ﹤0.01% 1652
2014
Q2 		– Sell
-10,242
Closed -$57K – 1207
2014
Q1 		$57K Buy
+10,242
New +$56K ﹤0.01% 647
2013
Q3 		– Sell
-25,900
Closed -$139K – 1135
2013
Q2 		$139K Buy
+25,900
New +$141K 0.01% 1030

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWM
Arbor Wealth Management Miramar Beach, Florida $456M AUM 24.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Paloma Partners's PPT Position: Q3 2019 in Review

Paloma Partners sold out of Franklin Premier Income Trust (PPT) in Q3 2019, closing a stake of 11,557 shares — an estimated $59K sold.

Paloma Partners first reported a position in PPT in Q2 2013 and held it in 3 quarters. The position peaked at $139K in Q2 2013. 96 funds tracked by Wall St. Rank hold PPT as of Q3 2019.

  • Paloma Partners reported no remaining Franklin Premier Income Trust position as of Q3 2019 after selling out during the quarter.
  • Paloma Partners sold 11,557 Franklin Premier Income Trust shares in Q3 2019, an estimated $59K.
  • Paloma Partners first reported a position in Franklin Premier Income Trust in Q2 2013 and held it in 3 quarters.
  • Paloma Partners's Franklin Premier Income Trust position peaked at $139K in Q2 2013.
  • 96 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q3 2019.

Based on Paloma Partners's 13F filing for Q3 2019, filed 14 Nov 2019.