WAP
PPT

Wealthcare Advisory Partners’s Franklin Premier Income Trust PPT Stock Holding History

Wealthcare Advisory Partners’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
-338
Closed -$2K – 1511
2021
Q1 		$2K Buy
+338
New +$1.6K ﹤0.01% 1907
2020
Q2 		– Sell
-1,986
Closed -$9K – 1086
2020
Q1 		$9K Sell
1,986
-1,197
-38% -$6.15K ﹤0.01% 953
2019
Q4 		$17K Buy
3,183
+23
+0.7% +$124 ﹤0.01% 813
2019
Q3 		$17K Buy
3,160
+23
+0.7% +$121 ﹤0.01% 793
2019
Q2 		$16K Buy
3,137
+23
+0.7% +$118 ﹤0.01% 781
2019
Q1 		$16K Buy
3,114
+24
+0.8% +$120 ﹤0.01% 715
2018
Q4 		$14K Buy
3,090
+17
+0.6% +$84 ﹤0.01% 712
2018
Q3 		$16K Buy
3,073
+16
+0.5% +$84 ﹤0.01% 739
2018
Q2 		$16K Buy
3,057
+16
+0.5% +$85 ﹤0.01% 725
2018
Q1 		$16K Sell
3,041
-2,385
-44% -$12.5K ﹤0.01% 638
2017
Q4 		$29K Buy
5,426
+1,315
+32% +$6.93K 0.01% 463
2017
Q3 		$22K Buy
+4,111
New +$22.1K 0.01% 416

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

Wealthcare Advisory Partners's PPT Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Franklin Premier Income Trust (PPT) in Q2 2021, closing a stake of 338 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in PPT in Q3 2017 and held it in 12 quarters. The position peaked at $29K in Q4 2017. 105 funds tracked by Wall St. Rank hold PPT as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Franklin Premier Income Trust position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 338 Franklin Premier Income Trust shares in Q2 2021, an estimated $2K.
  • Wealthcare Advisory Partners first reported a position in Franklin Premier Income Trust in Q3 2017 and held it in 12 quarters.
  • Wealthcare Advisory Partners's Franklin Premier Income Trust position peaked at $29K in Q4 2017.
  • 105 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.