Teamwork Financial Advisors’s Franklin Limited Duration Income Trust FTF Stock Holding History

Teamwork Financial Advisors’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
2022 Q2	–	Sell	-11,544	Closed	-$88K	–	220
2022 Q1	$88K	Sell	11,544 -7,242	-39%	-$57.8K	0.02%	240
2021 Q4	$171K	Sell	18,786 -9,615	-34%	-$86.6K	0.03%	289
2021 Q3	$258K	Buy	28,401 +976	+4%	+$9.06K	0.05%	232
2021 Q2	$253K	Buy	+27,425	New	+$253K	0.05%	217

Other funds holding FTF

SIA

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJA

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

Teamwork Financial Advisors's FTF Position: Q2 2022 in Review

Teamwork Financial Advisors sold out of Franklin Limited Duration Income Trust (FTF) in Q2 2022, closing a stake of 11,544 shares — an estimated $88K sold.

Teamwork Financial Advisors first reported a position in FTF in Q2 2021 and held it in 4 quarters. The position peaked at $258K in Q3 2021. 74 funds tracked by Wall St. Rank hold FTF as of Q2 2022.

Teamwork Financial Advisors reported no remaining Franklin Limited Duration Income Trust position as of Q2 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 11,544 Franklin Limited Duration Income Trust shares in Q2 2022, an estimated $88K.
Teamwork Financial Advisors first reported a position in Franklin Limited Duration Income Trust in Q2 2021 and held it in 4 quarters.
Teamwork Financial Advisors's Franklin Limited Duration Income Trust position peaked at $258K in Q3 2021.
74 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q2 2022.

Based on Teamwork Financial Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.