Sowell Financial Services’s Franklin 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	–	2138
2021 Q1	$20K	Buy	4,167 +4,089	+5,242%	+$19.3K	﹤0.01%	2066
2020 Q4	$0	Buy	+78	New	+$356	﹤0.01%	2819
2020 Q1	–	Sell	-21,022	Closed	-$114K	–	2634
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

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HWM

Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 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 $319M AUM 3.9% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sowell Financial Services's PPT Position: Q2 2021 in Review

Sowell Financial Services sold out of Franklin Premier Income Trust (PPT) in Q2 2021, closing a stake of 4,167 shares — an estimated $20K sold.

Sowell Financial Services first reported a position in PPT in Q3 2019 and held it in 4 quarters. The position peaked at $114K in Q4 2019. 105 funds tracked by Wall St. Rank hold PPT as of Q2 2021.

Sowell Financial Services reported no remaining Franklin Premier Income Trust position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 4,167 Franklin Premier Income Trust shares in Q2 2021, an estimated $20K.
Sowell Financial Services first reported a position in Franklin Premier Income Trust in Q3 2019 and held it in 4 quarters.
Sowell Financial Services's Franklin Premier Income Trust position peaked at $114K in Q4 2019.
105 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.