PFSC
FTF

Peoples Financial Services Corp’s Franklin Limited Duration Income Trust FTF Stock Holding History

Peoples Financial Services Corp’s Portfolio FTF Stock Details FTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-3,000
Closed -$29K – 355
2019
Q2 		$29K Hold
3,000
– – 0.01% 179
2019
Q1 		$29K Hold
3,000
– – 0.01% 176
2018
Q4 		$27K Hold
3,000
– – 0.02% 172
2018
Q3 		$31K Hold
3,000
– – 0.02% 176
2018
Q2 		$33K Hold
3,000
– – 0.02% 167
2018
Q1 		$34K Hold
3,000
– – 0.02% 166
2017
Q4 		$35K Hold
3,000
– – 0.02% 167
2017
Q3 		$36K Hold
3,000
– – 0.02% 162
2017
Q2 		$35K Hold
3,000
– – 0.02% 164
2017
Q1 		$36K Buy
+3,000
New +$36.3K 0.02% 164

Other funds holding FTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Peoples Financial Services Corp's FTF Position: Q3 2019 in Review

Peoples Financial Services Corp sold out of Franklin Limited Duration Income Trust (FTF) in Q3 2019, closing a stake of 3,000 shares — an estimated $29K sold.

Peoples Financial Services Corp first reported a position in FTF in Q1 2017 and held it in 10 quarters. The position peaked at $36K in Q3 2017. 52 funds tracked by Wall St. Rank hold FTF as of Q3 2019.

  • Peoples Financial Services Corp reported no remaining Franklin Limited Duration Income Trust position as of Q3 2019 after selling out during the quarter.
  • Peoples Financial Services Corp sold 3,000 Franklin Limited Duration Income Trust shares in Q3 2019, an estimated $29K.
  • Peoples Financial Services Corp first reported a position in Franklin Limited Duration Income Trust in Q1 2017 and held it in 10 quarters.
  • Peoples Financial Services Corp's Franklin Limited Duration Income Trust position peaked at $36K in Q3 2017.
  • 52 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q3 2019.

Based on Peoples Financial Services Corp's 13F filing for Q3 2019, filed 16 Oct 2019.