PWP
PPT

Personal Wealth Partners’s Franklin Premier Income Trust PPT Stock Holding History

Personal Wealth Partners’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
2021
Q3 		– Sell
-2,050
Closed -$10K – 318
2021
Q2 		$10K Buy
+2,050
New +$9.65K ﹤0.01% 270
2020
Q1 		– Sell
-2,050
Closed -$11K – 470
2019
Q4 		$11K Hold
2,050
– – ﹤0.01% 229
2019
Q3 		$11K Hold
2,050
– – 0.01% 233
2019
Q2 		$11K Buy
+2,050
New +$10.5K 0.01% 211

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $238M AUM 14.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Personal Wealth Partners's PPT Position: Q3 2021 in Review

Personal Wealth Partners sold out of Franklin Premier Income Trust (PPT) in Q3 2021, closing a stake of 2,050 shares — an estimated $10K sold.

Personal Wealth Partners first reported a position in PPT in Q2 2019 and held it in 4 quarters. The position peaked at $11K in Q4 2019. 100 funds tracked by Wall St. Rank hold PPT as of Q3 2021.

  • Personal Wealth Partners reported no remaining Franklin Premier Income Trust position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 2,050 Franklin Premier Income Trust shares in Q3 2021, an estimated $10K.
  • Personal Wealth Partners first reported a position in Franklin Premier Income Trust in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Franklin Premier Income Trust position peaked at $11K in Q4 2019.
  • 100 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.