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

Peachtree 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
2015 Q3	–	Sell	-89,500	Closed	-$456K	–	211
2015 Q2	$456K	Hold	89,500	–	–	0.34%	76
2015 Q1	$472K	Sell	89,500 -4,500	-5%	-$23.6K	0.34%	77
2014 Q4	$494K	Hold	94,000	–	–	0.33%	85
2014 Q3	$515K	Buy	94,000 +40,500	+76%	+$222K	0.34%	81
2014 Q2	$297K	Buy	53,500 +13,500	+34%	+$74.8K	0.2%	114
2014 Q1	$221K	Buy	40,000 +15,000	+60%	+$82.1K	0.15%	120
2013 Q4	$136K	Buy	+25,000	New	+$134K	0.09%	127

Other funds holding PPT

SIA

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

1CP

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

PPA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SCM

Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return

Peachtree Investment Advisors's PPT Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Franklin Premier Income Trust (PPT) in Q3 2015, closing a stake of 89,500 shares — an estimated $456K sold.

Peachtree Investment Advisors first reported a position in PPT in Q4 2013 and held it in 7 quarters. The position peaked at $515K in Q3 2014. 80 funds tracked by Wall St. Rank hold PPT as of Q3 2015.

Peachtree Investment Advisors reported no remaining Franklin Premier Income Trust position as of Q3 2015 after selling out during the quarter.
Peachtree Investment Advisors sold 89,500 Franklin Premier Income Trust shares in Q3 2015, an estimated $456K.
Peachtree Investment Advisors first reported a position in Franklin Premier Income Trust in Q4 2013 and held it in 7 quarters.
Peachtree Investment Advisors's Franklin Premier Income Trust position peaked at $515K in Q3 2014.
80 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.