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WealthPLAN Partners’s Franklin Premier Income Trust PPT Stock Holding History

WealthPLAN 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
2016
Q3 		$12.2K Hold
2,522
– – ﹤0.01% 566
2016
Q2 		$11.9K Buy
+2,522
New +$11.9K ﹤0.01% 1668
2015
Q4 		$24.9K Buy
+5,022
New +$24.9K ﹤0.01% 841

Other funds holding PPT

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

WealthPLAN Partners's PPT Position: Q3 2016 in Review

WealthPLAN Partners held its Franklin Premier Income Trust (PPT) position steady in Q3 2016 at 2,522 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

WealthPLAN Partners first reported a position in PPT in Q4 2015 and has held it in 3 quarters since. The position peaked at $24.9K in Q4 2015. 77 funds tracked by Wall St. Rank hold PPT as of Q3 2016.

  • WealthPLAN Partners held 2,522 shares of Franklin Premier Income Trust worth $12.2K as of Q3 2016.
  • WealthPLAN Partners left its Franklin Premier Income Trust share count unchanged in Q3 2016.
  • Franklin Premier Income Trust made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #566 holding.
  • WealthPLAN Partners first reported a position in Franklin Premier Income Trust in Q4 2015 and has held it in 3 quarters since.
  • WealthPLAN Partners's Franklin Premier Income Trust position peaked at $24.9K in Q4 2015.
  • 77 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q3 2016.

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