Plante Moran Financial Advisors’s Franklin Premier Income Trust PPT Stock Holding History

Plante Moran Financial Advisors’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	-1,019	Closed	-$6K	–	845
2014 Q3	$6K	Hold	1,019	–	–	0.01%	649
2014 Q2	$6K	Buy	+1,019	New	+$5.64K	0.01%	643

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Plante Moran Financial Advisors's PPT Position: Q4 2014 in Review

Plante Moran Financial Advisors sold out of Franklin Premier Income Trust (PPT) in Q4 2014, closing a stake of 1,019 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in PPT in Q2 2014 and held it in 2 quarters. The position peaked at $6K in Q3 2014. 91 funds tracked by Wall St. Rank hold PPT as of Q4 2014.

Plante Moran Financial Advisors reported no remaining Franklin Premier Income Trust position as of Q4 2014 after selling out during the quarter.
Plante Moran Financial Advisors sold 1,019 Franklin Premier Income Trust shares in Q4 2014, an estimated $6K.
Plante Moran Financial Advisors first reported a position in Franklin Premier Income Trust in Q2 2014 and held it in 2 quarters.
Plante Moran Financial Advisors's Franklin Premier Income Trust position peaked at $6K in Q3 2014.
91 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2014, filed 27 Jan 2015.