SL
PPT

Salomon & Ludwin’s Franklin Premier Income Trust PPT Stock Holding History

Salomon & Ludwin’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
Q3 		– Sell
-1,000
Closed -$5K – 220
2019
Q2 		$5K Buy
+1,000
New +$5.14K ﹤0.01% 188

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWM
Arbor Wealth Management Miramar Beach, Florida $456M AUM 24.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Salomon & Ludwin's PPT Position: Q3 2019 in Review

Salomon & Ludwin sold out of Franklin Premier Income Trust (PPT) in Q3 2019, closing a stake of 1,000 shares — an estimated $5K sold.

Salomon & Ludwin first reported a position in PPT in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 96 funds tracked by Wall St. Rank hold PPT as of Q3 2019.

  • Salomon & Ludwin reported no remaining Franklin Premier Income Trust position as of Q3 2019 after selling out during the quarter.
  • Salomon & Ludwin sold 1,000 Franklin Premier Income Trust shares in Q3 2019, an estimated $5K.
  • Salomon & Ludwin first reported a position in Franklin Premier Income Trust in Q2 2019 and held it in 1 quarter.
  • Salomon & Ludwin's Franklin Premier Income Trust position peaked at $5K in Q2 2019.
  • 96 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q3 2019.

Based on Salomon & Ludwin's 13F filing for Q3 2019, filed 6 Nov 2019.