WealthPLAN Partners’s Franklin Limited Duration Income Trust FTF Stock Holding History

WealthPLAN Partners’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
2016 Q3	$12.1K	Buy	+1,000	New	+$11.9K	﹤0.01%	567

Other funds holding FTF

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

SIA

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

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

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

RJA

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

WealthPLAN Partners's FTF Position: Q3 2016 in Review

WealthPLAN Partners opened a new position in Franklin Limited Duration Income Trust (FTF) in Q3 2016: 1,000 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #567 among its holdings.

47 funds tracked by Wall St. Rank hold FTF as of Q3 2016.

WealthPLAN Partners held 1,000 shares of Franklin Limited Duration Income Trust worth $12.1K as of Q3 2016.
Franklin Limited Duration Income Trust was a new WealthPLAN Partners position in Q3 2016.
Franklin Limited Duration Income Trust made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #567 holding.
47 funds tracked by Wall St. Rank held Franklin Limited Duration Income Trust as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.