VFA
PPT

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

Valeo 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
2021
Q2 		– Sell
-200
Closed -$1K – 1474
2021
Q1 		$1K Hold
200
– – ﹤0.01% 1922
2020
Q4 		$1K Hold
200
– – ﹤0.01% 1599
2020
Q3 		$1K Hold
200
– – ﹤0.01% 1506
2020
Q2 		$1K Hold
200
– – ﹤0.01% 1934
2020
Q1 		$1K Buy
+200
New +$1.03K ﹤0.01% 1695

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $238M AUM 14.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Valeo Financial Advisors's PPT Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Franklin Premier Income Trust (PPT) in Q2 2021, closing a stake of 200 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in PPT in Q1 2020 and held it in 5 quarters. The position peaked at $1K in Q1 2021. 105 funds tracked by Wall St. Rank hold PPT as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Franklin Premier Income Trust position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 200 Franklin Premier Income Trust shares in Q2 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Franklin Premier Income Trust in Q1 2020 and held it in 5 quarters.
  • Valeo Financial Advisors's Franklin Premier Income Trust position peaked at $1K in Q1 2021.
  • 105 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.