Peak Asset Management’s Putnam Premier Income Trust PPT Stock Holding History

Peak Asset 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
2015 Q4	–	Sell	-41,300	Closed	-$202K	–	128
2015 Q3	$202K	Sell	41,300 -9,100	-18%	-$45.5K	0.11%	111
2015 Q2	$257K	Buy	50,400 +11,800	+31%	+$61.7K	0.13%	103
2015 Q1	$203K	Sell	38,600 -13,150	-25%	-$68.9K	0.1%	113
2014 Q4	$272K	Buy	+51,750	New	+$278K	0.14%	94

Other funds holding PPT

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

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return

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

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

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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 $564B AUM 30.12% 1-Year Est. Return