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 $5.28B AUM 14.42% 1-Year Est. Return

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

PPA

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

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

HWM

Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 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.