SSB
PPT

Sandy Spring Bank’s Franklin Premier Income Trust PPT Stock Holding History

Sandy Spring Bank’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
2018
Q4 		– Sell
-500
Closed -$3K – 793
2018
Q3 		$3K Buy
+500
New +$2.62K ﹤0.01% 741

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
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
AWM
Arbor Wealth Management Miramar Beach, Florida $456M AUM 24.5% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sandy Spring Bank's PPT Position: Q4 2018 in Review

Sandy Spring Bank sold out of Franklin Premier Income Trust (PPT) in Q4 2018, closing a stake of 500 shares — an estimated $3K sold.

Sandy Spring Bank first reported a position in PPT in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 105 funds tracked by Wall St. Rank hold PPT as of Q4 2018.

  • Sandy Spring Bank reported no remaining Franklin Premier Income Trust position as of Q4 2018 after selling out during the quarter.
  • Sandy Spring Bank sold 500 Franklin Premier Income Trust shares in Q4 2018, an estimated $3K.
  • Sandy Spring Bank first reported a position in Franklin Premier Income Trust in Q3 2018 and held it in 1 quarter.
  • Sandy Spring Bank's Franklin Premier Income Trust position peaked at $3K in Q3 2018.
  • 105 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2018.

Based on Sandy Spring Bank's 13F filing for Q4 2018, filed 8 Feb 2019.