UCFA
PPT

United Capital Financial Advisors’s Franklin Premier Income Trust PPT Stock Holding History

United Capital Financial Advisors’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
2019
Q3 		– Sell
-10,050
Closed -$52K – 1444
2019
Q2 		$52K Sell
10,050
-4,935
-33% -$25.4K ﹤0.01% 1432
2019
Q1 		$77K Buy
14,985
+3,450
+30% +$17.2K ﹤0.01% 1320
2018
Q4 		$54K Hold
11,535
– – ﹤0.01% 1257
2018
Q3 		$61K Hold
11,535
– – ﹤0.01% 1309
2018
Q2 		$60K Hold
11,535
– – ﹤0.01% 1282
2018
Q1 		$60K Hold
11,535
– – ﹤0.01% 1284
2017
Q4 		$61K Sell
11,535
-9,365
-45% -$49.4K ﹤0.01% 1285
2017
Q3 		$111K Buy
20,900
+5,545
+36% +$29.9K ﹤0.01% 1273
2017
Q2 		$83K Buy
+15,355
New +$80.6K ﹤0.01% 1247
2015
Q4 		– Sell
-23,830
Closed -$117K – 1269
2015
Q3 		$117K Sell
23,830
-287,691
-92% -$1.44M ﹤0.01% 1198
2015
Q2 		$1.59M Sell
311,521
-56,770
-15% -$297K 0.02% 628
2015
Q1 		$1.94M Buy
368,291
+117,044
+47% +$613K 0.02% 566
2014
Q4 		$1.32M Buy
+251,247
New +$1.35M 0.02% 577

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
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
AWM
Arbor Wealth Management Miramar Beach, Florida $456M AUM 24.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

United Capital Financial Advisors's PPT Position: Q3 2019 in Review

United Capital Financial Advisors sold out of Franklin Premier Income Trust (PPT) in Q3 2019, closing a stake of 10,050 shares — an estimated $52K sold.

United Capital Financial Advisors first reported a position in PPT in Q4 2014 and held it in 13 quarters. The position peaked at $1.94M in Q1 2015. 96 funds tracked by Wall St. Rank hold PPT as of Q3 2019.

  • United Capital Financial Advisors reported no remaining Franklin Premier Income Trust position as of Q3 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,050 Franklin Premier Income Trust shares in Q3 2019, an estimated $52K.
  • United Capital Financial Advisors first reported a position in Franklin Premier Income Trust in Q4 2014 and held it in 13 quarters.
  • United Capital Financial Advisors's Franklin Premier Income Trust position peaked at $1.94M in Q1 2015.
  • 96 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q3 2019.

Based on United Capital Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.