SBIA
FTF

Sheaff Brock Investment Advisors’s Franklin Limited Duration Income Trust FTF Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio FTF Stock Details FTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-21,500
Closed -$219K – 492
2018
Q3 		$219K Buy
21,500
+11,500
+115% +$128K 0.02% 422
2018
Q2 		$109K Buy
+10,000
New +$110K 0.01% 511

Other funds holding FTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sheaff Brock Investment Advisors's FTF Position: Q4 2018 in Review

Sheaff Brock Investment Advisors sold out of Franklin Limited Duration Income Trust (FTF) in Q4 2018, closing a stake of 21,500 shares — an estimated $219K sold.

Sheaff Brock Investment Advisors first reported a position in FTF in Q2 2018 and held it in 2 quarters. The position peaked at $219K in Q3 2018. 58 funds tracked by Wall St. Rank hold FTF as of Q4 2018.

  • Sheaff Brock Investment Advisors reported no remaining Franklin Limited Duration Income Trust position as of Q4 2018 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 21,500 Franklin Limited Duration Income Trust shares in Q4 2018, an estimated $219K.
  • Sheaff Brock Investment Advisors first reported a position in Franklin Limited Duration Income Trust in Q2 2018 and held it in 2 quarters.
  • Sheaff Brock Investment Advisors's Franklin Limited Duration Income Trust position peaked at $219K in Q3 2018.
  • 58 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q4 2018.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.