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

WealthShield 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	-3	Closed	–	–	1051
2021 Q1	$0	Buy	+3	New	+$14	﹤0.01%	1173

Other funds holding PPT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WealthShield Partners's PPT Position: Q2 2021 in Review

WealthShield Partners sold out of Franklin Premier Income Trust (PPT) in Q2 2021, closing a stake of 3 shares.

WealthShield Partners first reported a position in PPT in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 105 funds tracked by Wall St. Rank hold PPT as of Q2 2021.

WealthShield Partners reported no remaining Franklin Premier Income Trust position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 3 Franklin Premier Income Trust shares in Q2 2021.
WealthShield Partners first reported a position in Franklin Premier Income Trust in Q1 2021 and held it in 1 quarter.
WealthShield Partners's Franklin Premier Income Trust position peaked at $0 in Q1 2021.
105 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.