PAM
PPT

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