PCMC
PPT

Planning Capital Management Corporation’s Franklin Premier Income Trust PPT Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$1.13K Hold
303
– – ﹤0.01% 626
2024
Q2 		$1.08K Hold
303
– – ﹤0.01% 584
2024
Q1 		$1.07K Hold
303
– – ﹤0.01% 607
2023
Q4 		$1.08K Buy
+303
New +$1.04K ﹤0.01% 597

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Planning Capital Management Corporation's PPT Position: Q3 2024 in Review

Planning Capital Management Corporation held its Franklin Premier Income Trust (PPT) position steady in Q3 2024 at 303 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Planning Capital Management Corporation first reported a position in PPT in Q4 2023 and has held it in 4 quarters since. 87 funds tracked by Wall St. Rank hold PPT as of Q3 2024.

  • Planning Capital Management Corporation held 303 shares of Franklin Premier Income Trust worth $1.13K as of Q3 2024.
  • Planning Capital Management Corporation left its Franklin Premier Income Trust share count unchanged in Q3 2024.
  • Franklin Premier Income Trust made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #626 holding.
  • Planning Capital Management Corporation first reported a position in Franklin Premier Income Trust in Q4 2023 and has held it in 4 quarters since.
  • 87 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.