Point View Wealth Management’s Franklin Premier Income Trust PPT Stock Holding History

Point View Wealth Management’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
2020 Q4	$267K	Sell	57,454 -7,427	-11%	-$33.9K	0.11%	217
2020 Q3	$289K	Hold	64,881	–	–	0.14%	197
2020 Q2	$308K	Hold	64,881	–	–	0.15%	185
2020 Q1	$295K	Sell	64,881 -8,833	-12%	-$45.4K	0.16%	180
2019 Q4	$400K	Hold	73,714	–	–	0.17%	180
2019 Q3	$388K	Sell	73,714 -2,412	-3%	-$12.7K	0.18%	166
2019 Q2	$391K	Sell	76,126 -975	-1%	-$5.01K	0.17%	165
2019 Q1	$397K	Hold	77,101	–	–	0.18%	163
2018 Q4	$362K	Sell	77,101 -1,217	-2%	-$6.02K	0.18%	162
2018 Q3	$412K	Sell	78,318 -688	-0.9%	-$3.61K	0.18%	161
2018 Q2	$413K	Hold	79,006	–	–	0.19%	156
2018 Q1	$413K	Sell	79,006 -5,825	-7%	-$30.4K	0.2%	155
2017 Q4	$452K	Sell	84,831 -2,935	-3%	-$15.5K	0.21%	147
2017 Q3	$467K	Sell	87,766 -8,430	-9%	-$45.4K	0.22%	147
2017 Q2	$522K	Hold	96,196	–	–	0.26%	136
2017 Q1	$507K	Buy	96,196 +6,915	+8%	+$36K	0.26%	137
2016 Q4	$444K	Sell	89,281 -5,568	-6%	-$27K	0.26%	140
2016 Q3	$464K	Buy	94,849 +16,629	+21%	+$80.2K	0.28%	128
2016 Q2	$368K	Hold	78,220	–	–	0.22%	138
2016 Q1	$371K	Sell	78,220 -4,384	-5%	-$20.5K	0.24%	137
2015 Q4	$409K	Sell	82,604 -2,610	-3%	-$13K	0.3%	117
2015 Q3	$417K	Sell	85,214 -1,836	-2%	-$9.19K	0.33%	105
2015 Q2	$444K	Buy	87,050 +381	+0.4%	+$1.99K	0.34%	102
2015 Q1	$457K	Buy	86,669 +3,648	+4%	+$19.1K	0.35%	101
2014 Q4	$436K	Buy	83,021 +562	+0.7%	+$3.02K	0.32%	100
2014 Q3	$452K	Buy	82,459 +980	+1%	+$5.38K	0.38%	96
2014 Q2	$452K	Sell	81,479 -455	-0.6%	-$2.52K	0.39%	94
2014 Q1	$453K	Sell	81,934 -1,802	-2%	-$9.86K	0.41%	86
2013 Q4	$456K	Buy	+83,736	New	+$450K	0.43%	83

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

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

AWMF

Arbor Wealth Management (Florida) Miramar Beach, Florida $456M AUM 24.5% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HWM

Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Point View Wealth Management's PPT Position: Q4 2020 in Review

Point View Wealth Management reduced its Franklin Premier Income Trust (PPT) stake by 11% in Q4 2020, selling an estimated $33.9K and leaving 57,454 shares worth $267K. The position accounts for 0.11% of the portfolio, ranked #217.

Point View Wealth Management first reported a position in PPT in Q4 2013 and has held it in 29 quarters since. The position peaked at $522K in Q2 2017. 112 funds tracked by Wall St. Rank hold PPT as of Q4 2020.

Point View Wealth Management held 57,454 shares of Franklin Premier Income Trust worth $267K as of Q4 2020.
Point View Wealth Management sold 7,427 Franklin Premier Income Trust shares in Q4 2020, an estimated $33.9K.
Franklin Premier Income Trust made up 0.11% of Point View Wealth Management's portfolio in Q4 2020, its #217 holding.
Point View Wealth Management first reported a position in Franklin Premier Income Trust in Q4 2013 and has held it in 29 quarters since.
Point View Wealth Management's Franklin Premier Income Trust position peaked at $522K in Q2 2017.
112 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.