SFS
PPT

Sowell Financial Services’s Putnam Premier Income Trust PPT Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-4,167
Closed -$20K – 2140
2021
Q1 		$20K Buy
4,167
+4,089
+5,242% +$19.3K ﹤0.01% 2066
2020
Q4 		$0 Buy
+78
New +$356 ﹤0.01% 2825
2020
Q1 		– Sell
-21,022
Closed -$114K – 2640
2019
Q4 		$114K Buy
21,022
+4,274
+26% +$23K 0.01% 881
2019
Q3 		$88K Buy
+16,748
New +$88.1K 0.01% 867

Other funds holding PPT

SIA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
SFS
Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return