Tradewinds Capital Management’s Franklin Premier Income Trust PPT Stock Holding History

Tradewinds Capital 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
2020 Q2	–	Sell	-3,150	Closed	-$14K	–	703
2020 Q1	$14K	Hold	3,150	–	–	﹤0.01%	308
2019 Q4	$17K	Hold	3,150	–	–	0.01%	326
2019 Q3	$17K	Hold	3,150	–	–	0.01%	295
2019 Q2	$16K	Hold	3,150	–	–	0.01%	302
2019 Q1	$16K	Hold	3,150	–	–	0.01%	317
2018 Q4	$15K	Hold	3,150	–	–	0.01%	318
2018 Q3	$17K	Hold	3,150	–	–	0.01%	343
2018 Q2	$16K	Hold	3,150	–	–	0.01%	346
2018 Q1	$16K	Hold	3,150	–	–	0.01%	341
2017 Q4	$17K	Hold	3,150	–	–	0.01%	344
2017 Q3	$17K	Hold	3,150	–	–	0.01%	326
2017 Q2	$17K	Hold	3,150	–	–	0.01%	317
2017 Q1	$17K	Hold	3,150	–	–	0.01%	321
2016 Q4	$16K	Hold	3,150	–	–	0.01%	319
2016 Q3	$15K	Hold	3,150	–	–	0.01%	331
2016 Q2	$15K	Hold	3,150	–	–	0.01%	327
2016 Q1	$15K	Hold	3,150	–	–	0.01%	350
2015 Q4	$16K	Hold	3,150	–	–	0.01%	331
2015 Q3	$15K	Hold	3,150	–	–	0.01%	317
2015 Q2	$16K	Hold	3,150	–	–	0.01%	342
2015 Q1	$17K	Hold	3,150	–	–	0.01%	313
2014 Q4	$17K	Hold	3,150	–	–	0.01%	316
2014 Q3	$17K	Hold	3,150	–	–	0.01%	313
2014 Q2	$17K	Hold	3,150	–	–	0.01%	319
2014 Q1	$17K	Hold	3,150	–	–	0.01%	332
2013 Q4	$17K	Buy	+3,150	New	+$16.9K	0.01%	317

Other funds holding PPT

SIA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

AWMF

Arbor Wealth Management (Florida) Miramar Beach, Florida $456M AUM 24.5% 1-Year Est. Return

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

RJA

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

HWM

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

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

QCIG

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Tradewinds Capital Management's PPT Position: Q2 2020 in Review

Tradewinds Capital Management sold out of Franklin Premier Income Trust (PPT) in Q2 2020, closing a stake of 3,150 shares — an estimated $14K sold.

Tradewinds Capital Management first reported a position in PPT in Q4 2013 and held it in 26 quarters. The position peaked at $17K in Q4 2019. 91 funds tracked by Wall St. Rank hold PPT as of Q2 2020.

Tradewinds Capital Management reported no remaining Franklin Premier Income Trust position as of Q2 2020 after selling out during the quarter.
Tradewinds Capital Management sold 3,150 Franklin Premier Income Trust shares in Q2 2020, an estimated $14K.
Tradewinds Capital Management first reported a position in Franklin Premier Income Trust in Q4 2013 and held it in 26 quarters.
Tradewinds Capital Management's Franklin Premier Income Trust position peaked at $17K in Q4 2019.
91 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2020.

Based on Tradewinds Capital Management's 13F filing for Q2 2020, filed 11 Aug 2020.