SW
PPT

SVB Wealth’s Franklin Premier Income Trust PPT Stock Holding History

SVB Wealth’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
Q2 		– Sell
-1,011
Closed -$4K – 822
2022
Q1 		$4K Hold
1,011
– – ﹤0.01% 786
2021
Q4 		$4K Sell
1,011
-505
-33% -$2.23K ﹤0.01% 795
2021
Q3 		$6K Hold
1,516
– – ﹤0.01% 993
2021
Q2 		$7K Hold
1,516
– – ﹤0.01% 972
2021
Q1 		$7K Hold
1,516
– – ﹤0.01% 917
2020
Q4 		$7K Hold
1,516
– – ﹤0.01% 850
2020
Q3 		$7K Sell
1,516
-505
-25% -$2.34K ﹤0.01% 737
2020
Q2 		$9K Hold
2,021
– – ﹤0.01% 616
2020
Q1 		$9K Hold
2,021
– – ﹤0.01% 550
2019
Q4 		$11K Buy
+2,021
New +$10.9K ﹤0.01% 629

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $238M AUM 14.72% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SVB Wealth's PPT Position: Q2 2022 in Review

SVB Wealth sold out of Franklin Premier Income Trust (PPT) in Q2 2022, closing a stake of 1,011 shares — an estimated $4K sold.

SVB Wealth first reported a position in PPT in Q4 2019 and held it in 10 quarters. The position peaked at $11K in Q4 2019. 93 funds tracked by Wall St. Rank hold PPT as of Q2 2022.

  • SVB Wealth reported no remaining Franklin Premier Income Trust position as of Q2 2022 after selling out during the quarter.
  • SVB Wealth sold 1,011 Franklin Premier Income Trust shares in Q2 2022, an estimated $4K.
  • SVB Wealth first reported a position in Franklin Premier Income Trust in Q4 2019 and held it in 10 quarters.
  • SVB Wealth's Franklin Premier Income Trust position peaked at $11K in Q4 2019.
  • 93 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2022.

Based on SVB Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.