PSI
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Pinnacle Summer Investments’s Franklin Premier Income Trust PPT Stock Holding History

Pinnacle Summer Investments’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
2014
Q4 		– Sell
-30,000
Closed -$164K – 1074
2014
Q3 		$164K Buy
+30,000
New +$165K 0.02% 354

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RVP
Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
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

Pinnacle Summer Investments's PPT Position: Q4 2014 in Review

Pinnacle Summer Investments sold out of Franklin Premier Income Trust (PPT) in Q4 2014, closing a stake of 30,000 shares — an estimated $164K sold.

Pinnacle Summer Investments first reported a position in PPT in Q3 2014 and held it in 1 quarter. The position peaked at $164K in Q3 2014. 91 funds tracked by Wall St. Rank hold PPT as of Q4 2014.

  • Pinnacle Summer Investments reported no remaining Franklin Premier Income Trust position as of Q4 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 30,000 Franklin Premier Income Trust shares in Q4 2014, an estimated $164K.
  • Pinnacle Summer Investments first reported a position in Franklin Premier Income Trust in Q3 2014 and held it in 1 quarter.
  • Pinnacle Summer Investments's Franklin Premier Income Trust position peaked at $164K in Q3 2014.
  • 91 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2014.

Based on Pinnacle Summer Investments's 13F filing for Q4 2014, filed 18 Feb 2015.