VWA
FTF

V Wealth Advisors’s Franklin Limited Duration Income Trust FTF Stock Holding History

V Wealth 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
2017
Q3 		– Sell
-1,000
Closed -$12K – 387
2017
Q2 		$12K Buy
+1,000
New +$12K 0.01% 532

Other funds holding FTF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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

V Wealth Advisors's FTF Position: Q3 2017 in Review

V Wealth Advisors sold out of Franklin Limited Duration Income Trust (FTF) in Q3 2017, closing a stake of 1,000 shares — an estimated $12K sold.

V Wealth Advisors first reported a position in FTF in Q2 2017 and held it in 1 quarter. The position peaked at $12K in Q2 2017. 45 funds tracked by Wall St. Rank hold FTF as of Q3 2017.

  • V Wealth Advisors reported no remaining Franklin Limited Duration Income Trust position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 1,000 Franklin Limited Duration Income Trust shares in Q3 2017, an estimated $12K.
  • V Wealth Advisors first reported a position in Franklin Limited Duration Income Trust in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's Franklin Limited Duration Income Trust position peaked at $12K in Q2 2017.
  • 45 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.