Paradigm Strategies in Wealth Management’s Franklin Premier Income Trust PPT Stock Holding History

Paradigm Strategies in Wealth Management’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
2021 Q3	–	Sell	-666	Closed	-$3K	–	187
2021 Q2	$3K	Buy	+666	New	+$3.13K	﹤0.01%	209

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

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

RJFSA

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

Paradigm Strategies in Wealth Management's PPT Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of Franklin Premier Income Trust (PPT) in Q3 2021, closing a stake of 666 shares — an estimated $3K sold.

Paradigm Strategies in Wealth Management first reported a position in PPT in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 100 funds tracked by Wall St. Rank hold PPT as of Q3 2021.

Paradigm Strategies in Wealth Management reported no remaining Franklin Premier Income Trust position as of Q3 2021 after selling out during the quarter.
Paradigm Strategies in Wealth Management sold 666 Franklin Premier Income Trust shares in Q3 2021, an estimated $3K.
Paradigm Strategies in Wealth Management first reported a position in Franklin Premier Income Trust in Q2 2021 and held it in 1 quarter.
Paradigm Strategies in Wealth Management's Franklin Premier Income Trust position peaked at $3K in Q2 2021.
100 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.