SIM
FTF

Strategic Investment Management’s Franklin Limited Duration Income Trust FTF Stock Holding History

Strategic Investment Management’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
2017
Q1 		– Sell
-17,000
Closed -$204K – 38
2016
Q4 		$204K Buy
+17,000
New +$204K 0.02% 89

Other funds holding FTF

SIA
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SCM
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LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Strategic Investment Management's FTF Position: Q1 2017 in Review

Strategic Investment Management sold out of Franklin Limited Duration Income Trust (FTF) in Q1 2017, closing a stake of 17,000 shares — an estimated $204K sold.

Strategic Investment Management first reported a position in FTF in Q4 2016 and held it in 1 quarter. The position peaked at $204K in Q4 2016. 51 funds tracked by Wall St. Rank hold FTF as of Q1 2017.

  • Strategic Investment Management reported no remaining Franklin Limited Duration Income Trust position as of Q1 2017 after selling out during the quarter.
  • Strategic Investment Management sold 17,000 Franklin Limited Duration Income Trust shares in Q1 2017, an estimated $204K.
  • Strategic Investment Management first reported a position in Franklin Limited Duration Income Trust in Q4 2016 and held it in 1 quarter.
  • Strategic Investment Management's Franklin Limited Duration Income Trust position peaked at $204K in Q4 2016.
  • 51 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q1 2017.

Based on Strategic Investment Management's 13F filing for Q1 2017, filed 15 May 2017.