SKK
PPT

Shepherd Kaplan Krochuk’s Franklin Premier Income Trust PPT Stock Holding History

Shepherd Kaplan Krochuk’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
-41,860
Closed -$159K – 177
2022
Q2 		$159K Buy
+41,860
New +$161K 0.07% 159
2021
Q2 		– Sell
-55,290
Closed -$269K – 201
2021
Q1 		$269K Sell
55,290
-9,870
-15% -$46.7K 0.1% 138
2020
Q4 		$303K Buy
+65,160
New +$297K 0.11% 132

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janney Montgomery Scott
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Shepherd Kaplan Krochuk's PPT Position: Q3 2022 in Review

Shepherd Kaplan Krochuk sold out of Franklin Premier Income Trust (PPT) in Q3 2022, closing a stake of 41,860 shares — an estimated $159K sold.

Shepherd Kaplan Krochuk first reported a position in PPT in Q4 2020 and held it in 3 quarters. The position peaked at $303K in Q4 2020. 91 funds tracked by Wall St. Rank hold PPT as of Q3 2022.

  • Shepherd Kaplan Krochuk reported no remaining Franklin Premier Income Trust position as of Q3 2022 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 41,860 Franklin Premier Income Trust shares in Q3 2022, an estimated $159K.
  • Shepherd Kaplan Krochuk first reported a position in Franklin Premier Income Trust in Q4 2020 and held it in 3 quarters.
  • Shepherd Kaplan Krochuk's Franklin Premier Income Trust position peaked at $303K in Q4 2020.
  • 91 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q3 2022.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2022, filed 9 Nov 2022.