Panagora Asset Management’s Franklin Limited Duration Income Trust FTF Stock Holding History

Panagora Asset Management’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
2021 Q3	–	Sell	-27	Closed	–	–	1967
2021 Q2	$0	Sell	27 -38	-58%	-$350	﹤0.01%	2841
2021 Q1	$1K	Buy	+65	New	+$608	﹤0.01%	2768
2020 Q4	–	Sell	-504	Closed	-$4K	–	2847
2020 Q3	$4K	Hold	504	–	–	﹤0.01%	2486
2020 Q2	$4K	Hold	504	–	–	﹤0.01%	2380
2020 Q1	$4K	Buy	504 +135	+37%	+$1.21K	﹤0.01%	2297
2019 Q4	$4K	Sell	369 -516	-58%	-$4.82K	﹤0.01%	2282
2019 Q3	$8K	Buy	+885	New	+$8.44K	﹤0.01%	2207
2015 Q3	–	Sell	-21,344	Closed	-$249K	–	2360
2015 Q2	$249K	Buy	21,344 +19,490	+1,051%	+$237K	﹤0.01%	1580
2015 Q1	$23K	Buy	+1,854	New	+$22.6K	﹤0.01%	2189

Other funds holding FTF

SIA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCI

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

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

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

MAFM

Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Panagora Asset Management's FTF Position: Q3 2021 in Review

Panagora Asset Management sold out of Franklin Limited Duration Income Trust (FTF) in Q3 2021, closing a stake of 27 shares.

Panagora Asset Management first reported a position in FTF in Q1 2015 and held it in 9 quarters. The position peaked at $249K in Q2 2015. 55 funds tracked by Wall St. Rank hold FTF as of Q3 2021.

Panagora Asset Management reported no remaining Franklin Limited Duration Income Trust position as of Q3 2021 after selling out during the quarter.
Panagora Asset Management sold 27 Franklin Limited Duration Income Trust shares in Q3 2021.
Panagora Asset Management first reported a position in Franklin Limited Duration Income Trust in Q1 2015 and held it in 9 quarters.
Panagora Asset Management's Franklin Limited Duration Income Trust position peaked at $249K in Q2 2015.
55 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q3 2021.

Based on Panagora Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.