Peak Asset Management’s Franklin 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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

RVPG

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

EVM

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PPA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Peak Asset Management's PPT Position: Q4 2015 in Review

Peak Asset Management sold out of Franklin Premier Income Trust (PPT) in Q4 2015, closing a stake of 41,300 shares — an estimated $202K sold.

Peak Asset Management first reported a position in PPT in Q4 2014 and held it in 4 quarters. The position peaked at $272K in Q4 2014. 91 funds tracked by Wall St. Rank hold PPT as of Q4 2015.

Peak Asset Management reported no remaining Franklin Premier Income Trust position as of Q4 2015 after selling out during the quarter.
Peak Asset Management sold 41,300 Franklin Premier Income Trust shares in Q4 2015, an estimated $202K.
Peak Asset Management first reported a position in Franklin Premier Income Trust in Q4 2014 and held it in 4 quarters.
Peak Asset Management's Franklin Premier Income Trust position peaked at $272K in Q4 2014.
91 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2015.

Based on Peak Asset Management's 13F filing for Q4 2015, filed 12 Feb 2016.