River Wealth Advisors’s Franklin Premier Income Trust PPT Stock Holding History

River Wealth 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
2019 Q1	–	Sell	-5,381	Closed	-$25K	–	393
2018 Q4	$25K	Buy	5,381 +83	+2%	+$410	0.01%	320
2018 Q3	$28K	Buy	5,298 +78	+1%	+$409	0.01%	345
2018 Q2	$27K	Buy	+5,220	New	+$27.9K	0.01%	329

Other funds holding PPT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

QCIG

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

River Wealth Advisors's PPT Position: Q1 2019 in Review

River Wealth Advisors sold out of Franklin Premier Income Trust (PPT) in Q1 2019, closing a stake of 5,381 shares — an estimated $25K sold.

River Wealth Advisors first reported a position in PPT in Q2 2018 and held it in 3 quarters. The position peaked at $28K in Q3 2018. 95 funds tracked by Wall St. Rank hold PPT as of Q1 2019.

River Wealth Advisors reported no remaining Franklin Premier Income Trust position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 5,381 Franklin Premier Income Trust shares in Q1 2019, an estimated $25K.
River Wealth Advisors first reported a position in Franklin Premier Income Trust in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's Franklin Premier Income Trust position peaked at $28K in Q3 2018.
95 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.