WP
PPT

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

WealthSource 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
2022
Q4 		– Sell
-11,385
Closed -$41K – 522
2022
Q3 		$41K Buy
+11,385
New +$43.4K ﹤0.01% 479

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

WealthSource Partners's PPT Position: Q4 2022 in Review

WealthSource Partners sold out of Franklin Premier Income Trust (PPT) in Q4 2022, closing a stake of 11,385 shares — an estimated $41K sold.

WealthSource Partners first reported a position in PPT in Q3 2022 and held it in 1 quarter. The position peaked at $41K in Q3 2022. 98 funds tracked by Wall St. Rank hold PPT as of Q4 2022.

  • WealthSource Partners reported no remaining Franklin Premier Income Trust position as of Q4 2022 after selling out during the quarter.
  • WealthSource Partners sold 11,385 Franklin Premier Income Trust shares in Q4 2022, an estimated $41K.
  • WealthSource Partners first reported a position in Franklin Premier Income Trust in Q3 2022 and held it in 1 quarter.
  • WealthSource Partners's Franklin Premier Income Trust position peaked at $41K in Q3 2022.
  • 98 funds tracked by Wall St. Rank held Franklin Premier Income Trust as of Q4 2022.

Based on WealthSource Partners's 13F filing for Q4 2022, filed 10 Feb 2023.