Taylor Hoffman Wealth Management’s Franklin Premier Income Trust PPT Stock Holding History

Taylor Hoffman Wealth Management’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
2023 Q1	–	Sell	-10,000	Closed	-$36.3K	–	110
2022 Q4	$36.3K	Buy	+10,000	New	+$36.4K	0.02%	104
2020 Q3	–	Sell	-1,000	Closed	-$5K	–	297
2020 Q2	$5K	Buy	+1,000	New	+$4.71K	﹤0.01%	330
2020 Q1	–	Sell	-1,000	Closed	-$5K	–	308
2019 Q4	$5K	Hold	1,000	–	–	﹤0.01%	359
2019 Q3	$5K	Hold	1,000	–	–	﹤0.01%	358
2019 Q2	$5K	Hold	1,000	–	–	﹤0.01%	336
2019 Q1	$5K	Hold	1,000	–	–	﹤0.01%	333
2018 Q4	$5K	Hold	1,000	–	–	﹤0.01%	325
2018 Q3	$5K	Hold	1,000	–	–	﹤0.01%	330
2018 Q2	$5K	Hold	1,000	–	–	﹤0.01%	313
2018 Q1	$5K	Hold	1,000	–	–	﹤0.01%	335
2017 Q4	$5K	Buy	+1,000	New	+$5.27K	﹤0.01%	340

Other funds holding PPT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

QCIG

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Taylor Hoffman Wealth Management's PPT Position: Q1 2023 in Review

Taylor Hoffman Wealth Management sold out of Franklin Premier Income Trust (PPT) in Q1 2023, closing a stake of 10,000 shares — an estimated $36.3K sold.

Taylor Hoffman Wealth Management first reported a position in PPT in Q4 2017 and held it in 11 quarters. The position peaked at $36.3K in Q4 2022. 88 funds tracked by Wall St. Rank hold PPT as of Q1 2023.

Taylor Hoffman Wealth Management reported no remaining Franklin Premier Income Trust position as of Q1 2023 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 10,000 Franklin Premier Income Trust shares in Q1 2023, an estimated $36.3K.
Taylor Hoffman Wealth Management first reported a position in Franklin Premier Income Trust in Q4 2017 and held it in 11 quarters.
Taylor Hoffman Wealth Management's Franklin Premier Income Trust position peaked at $36.3K in Q4 2022.
88 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q1 2023.

Based on Taylor Hoffman Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.