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

SeaCrest 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
2022 Q3	–	Sell	-6,000	Closed	-$23K	–	1273
2022 Q2	$23K	Buy	+6,000	New	+$23.1K	﹤0.01%	1436
2021 Q4	–	Sell	-11,000	Closed	-$50K	–	727
2021 Q3	$50K	Hold	11,000	–	–	0.01%	670
2021 Q2	$51K	Hold	11,000	–	–	0.01%	688
2021 Q1	$54K	Sell	11,000 -4,500	-29%	-$21.3K	0.01%	655
2020 Q4	$72K	Sell	15,500 -4,000	-21%	-$18.3K	0.01%	609
2020 Q3	$87K	Sell	19,500 -2,380	-11%	-$11K	0.01%	564
2020 Q2	$104K	Buy	21,880 +54	+0.2%	+$254	0.02%	531
2020 Q1	$99K	Sell	21,826 -8,955	-29%	-$46K	0.02%	477
2019 Q4	$167K	Sell	30,781 -1,956	-6%	-$10.5K	0.03%	525
2019 Q3	$172K	Sell	32,737 -455	-1%	-$2.39K	0.03%	505
2019 Q2	$170K	Buy	33,192 +1,044	+3%	+$5.37K	0.03%	475
2019 Q1	$166K	Buy	32,148 +1,045	+3%	+$5.21K	0.03%	528
2018 Q4	$146K	Sell	31,103 -7,967	-20%	-$39.4K	0.03%	528
2018 Q3	$206K	Buy	39,070 +3,030	+8%	+$15.9K	0.03%	494
2018 Q2	$188K	Buy	36,040 +11,530	+47%	+$61.6K	0.03%	513
2018 Q1	$128K	Buy	24,510 +15,010	+158%	+$78.4K	0.02%	625
2017 Q4	$51K	Buy	+9,500	New	+$50.1K	0.01%	954

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

VCM

Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return

HWM

Howard Wealth Management Madison, Connecticut $238M AUM 14.72% 1-Year Est. Return

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SeaCrest Wealth Management's PPT Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Franklin Premier Income Trust (PPT) in Q3 2022, closing a stake of 6,000 shares — an estimated $23K sold.

SeaCrest Wealth Management first reported a position in PPT in Q4 2017 and held it in 17 quarters. The position peaked at $206K in Q3 2018. 91 funds tracked by Wall St. Rank hold PPT as of Q3 2022.

SeaCrest Wealth Management reported no remaining Franklin Premier Income Trust position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 6,000 Franklin Premier Income Trust shares in Q3 2022, an estimated $23K.
SeaCrest Wealth Management first reported a position in Franklin Premier Income Trust in Q4 2017 and held it in 17 quarters.
SeaCrest Wealth Management's Franklin Premier Income Trust position peaked at $206K in Q3 2018.
91 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.