PIA
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Powell Investment Advisors’s Franklin Premier Income Trust PPT Stock Holding History

Powell Investment 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
2020
Q3 		– Sell
-26,236
Closed -$125K – 122
2020
Q2 		$125K Buy
26,236
+142
+0.5% +$669 0.12% 97
2020
Q1 		$119K Buy
26,094
+116
+0.4% +$596 0.14% 96
2019
Q4 		$142K Buy
+25,978
New +$140K 0.15% 103

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
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
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Powell Investment Advisors's PPT Position: Q3 2020 in Review

Powell Investment Advisors sold out of Franklin Premier Income Trust (PPT) in Q3 2020, closing a stake of 26,236 shares — an estimated $125K sold.

Powell Investment Advisors first reported a position in PPT in Q4 2019 and held it in 3 quarters. The position peaked at $142K in Q4 2019. 94 funds tracked by Wall St. Rank hold PPT as of Q3 2020.

  • Powell Investment Advisors reported no remaining Franklin Premier Income Trust position as of Q3 2020 after selling out during the quarter.
  • Powell Investment Advisors sold 26,236 Franklin Premier Income Trust shares in Q3 2020, an estimated $125K.
  • Powell Investment Advisors first reported a position in Franklin Premier Income Trust in Q4 2019 and held it in 3 quarters.
  • Powell Investment Advisors's Franklin Premier Income Trust position peaked at $142K in Q4 2019.
  • 94 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q3 2020.

Based on Powell Investment Advisors's 13F filing for Q3 2020, filed 7 Oct 2020.